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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.

How to Get Started with Machine Learning in FP&A?
Machine learning in FP&A
July 8, 2020
FP&A Tags:
AI in FP&A, Digital FP&A

By Ashok Manthena, Founder of ChatFin

Ashok Manthena has been working in Finance & systems for 10 years. He has published numerous articles and papers on how corporate finance can use artificial intelligence to increase efficacy and speed.

Strong finance professional graduated from The University of Akron.

There have been not many details about how to get started with a machine learning (ML) project in FP&A.  This article will cover the financial forecasting process in companies and how ML can help with it. 

Read more
A Lean Six Sigma Approach to FP&A?
management
July 7, 2020
FP&A Tags:
Corporate Performance Management (CPM), Financial Planning and Analysis, What is FP&A

By Amrish Shah, CFO at Metabolic

This article explores to what extent both Lean and Six Sigma can be applicable to FP&A work. Are such techniques still relevant today? The answer is yes.

Read more
What is Finance Business Partnering?
Business Partnering
July 2, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Team Building, FP&A Skills, FP&A People

By Andrew Jepson, Founder and CEO at theFBPteam.com

How does an accountant move from being a compliant type bean counter to a value-add influential finance business partner? The article looks into three thoughts that can be a good start.

Read more
Common Sense Rules for Management Incentives
rules
July 1, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A KPI

By John Stretch, MD at Stretch Business Training

A study showed that organisations with high bonus payouts performed much better financially than those who did not pay high bonuses. This is why incentives can be seen as a financial tool to drive better performance.

Read more

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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