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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 Meeting Etiquette
Meeting Etiquette
May 7, 2020
FP&A Tags:
FP&A Skills, FP&A People, FP&A Team Building

By Andrew Jepson, Founder and CEO at theFBPteam.com

As FP&A Professionals we spend a lot of time in meetings. A quick review of your Outlook - and you will barely find a day that is not filled with at least one meeting. In this article, you will find 3 rules that can help to ensure an effective meeting and allow the relevant decisions to be made and actions to be taken.

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A Budget Begins with a Value Proposition
A Budget Begins with a Value Proposition
May 6, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

A company exists in order to improve the well-being of its stakeholders. Achieving this task is based on the ability of a company to connect with its customers. How a company connects with its customers is through a value proposition.  

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Rolling Forecast – a Small Step Towards the Future
Rolling Forecast
May 5, 2020
FP&A Tags:
Planning and Budgeting, Rolling Forecast, Modelling and Forecasting, Beyond Budgeting

By Simone da Silva Collins, Senior Financial Analyst at Sony

We often hear organisations hail the move from traditional annual budgeting to rolling forecast as a great improvement. However what makes rolling forecast great? Is rolling forecast the answer to ease the pain of budgeting? This article explores what rolling forecast is, it’s pros and cons, some best practice times and if rolling forecast can ease the pain of budgeting.

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Going from Data to Insight
Business thinking
April 30, 2020
FP&A Tags:
Financial Planning and Analysis, Data-Driven FP&A

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

A recent Accenture study showed that 79% of large company executives think that companies that don’t manage big data properly will get left behind. But, data alone is not what businesses are after. They’re after what they think data can do for them. They’re really after the insights they can glean from data that will help them improve their decision making and the actions they take to move their businesses forward.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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Data & Analytics
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FP&A Case Studies
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FP&A Research
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General
Integrated FP&A
Integrated FP&A
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People and Culture
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Process
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Technology

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