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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Trends Digest: Issue #25
FP&A Trends Digest
November 7, 2020

Artificial intelligence (AI) is no longer just a “buzzword”, it is a tool used by many organisations around the world. In this digest, I would like to share with you a report that details different cases of AI use in finance and a case study of AI use from Egencia.

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Digital FP&A: Deploying Artificial Intelligence for Planning
Artificial Intelligence
November 5, 2020
FP&A Tags:
Financial Planning and Analysis, AI in FP&A, FP&A Technology, ML in FP&A

We are entering the era of digital FP&A where human and artificial intelligence work hand in hand to achieve better analytical results.

Read more
The Key Success Factors for Connected and Collaborative FP&A
fp&a
November 5, 2020
FP&A Tags:
Digital FP&A Events Insights

By Ana-Maria Mortasipu, Former Global Predictive Cash-Flow Digital Lead at PepsiCo

On October 22nd, 2020 the Global FP&A Trends group hosted another of its insightful webinars, putting in the spotlight the theme of Connected and Collaborative FP&A with its multiple facets – predictive planning, analytics supported by artificial intelligence and machine learning algorithms.

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6 Best Practice Tips for Building Great Financial Models
Financial Models
November 4, 2020
FP&A Tags:
Modelling and Forecasting, Financial Planning and Analysis, FP&A Skills

By Michael Zimmel, Senior Financial Professional

Financial models are crucial to the business but building them in Excel can be both complicated and frustrating. Setting up formulas and stipulating conditions takes time. And just when you think your model is water-tight, there is another error.

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Future Meetings

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Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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