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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.

Is FP&A Ready For What Comes Next?
fp&a
November 17, 2020
FP&A Tags:
Digital FP&A Events Insights

By Anders Liu-Lindberg, Co-founder and Chief Commercial Officer at the Business Partnering Institute

2020 has been a turbulent year and few departments have felt this as much as FP&A. We have been looked to as saviours of the company, guardians of cash, and stewards of planning, re-planning, and some more planning. It should also give cause to reflections on how we can improve and be ready for what comes next. 

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Agility and the FP&A Function
finance
November 17, 2020
FP&A Tags:
Agile FP&A, FP&A Team Building, FP&A Skills

By Amrish Shah, CFO at Metabolic

Agility has become an important initiative for many organisations as they struggle to cope with the ever-accelerating pace of change in the external environment whilst also being under the threat of new entrants unencumbered by legacy organisations and technology issues.

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FP&A of the Future: Digital Nordic and Benelux FP&A Board
Nordic Benelux
November 17, 2020
FP&A Tags:
FP&A Scenario Planning, FP&A Technology, FP&A Team Building, FP&A Skills, Digital FP&A

On 17 November 2020, FP&A Trends Group gathered senior FP&A professionals from Electrolux, Jedox, Michael Page, Business Partnering Institute, and FP&A Trends Group who shared their insights on the five facets of the “New Normal” FP&A.

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Fair Analytics: Upgrade Your Decision-Making Process
Decision-Making Process
November 11, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Analytics, FP&A Skills, Data-Driven FP&A

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

The quality of a decision is a question about what data or lack of data the decisions are made on. So, let’s discuss what is a Data-Driven Decision and what is not, but also how do we make Fair Decisions. 

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Future Meetings

  • Digital
  • In person
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 Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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All events for the year

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