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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.

Setting Up an FP&A Department in a Multi-Transformational Company
fp&a department
August 18, 2020
FP&A Tags:
FP&A Transformation, FP&A Team Building, FP&A Skills, Planning and Budgeting, FP&A Business Partnering

By Carl Stiller, Senior Business Controller Finance Transformation (Interim) at Transdev Sverige AB

This articles looks into the activities that took place during 10 months during one of my assignments and include several recommendations for anyone who is about to set up a brand-new FP&A department in a company in transition. 

Read more
Better Nourished Soil Makes It Easier for FP&A to Have Impact
success
August 17, 2020
FP&A Tags:
What is FP&A, FP&A Transformation, FP&A Skills, FP&A Business Environment

By Amrish Shah, CFO at Metabolic

FP&A challenges around leveraging better technology have been well documented but relatively little has been written about the environment that FP&A works within. How that can help FP&A have more impact?

Read more
How to Plan Amid Rapidly Changing Business Conditions
Changing Business Conditions
August 13, 2020
FP&A Tags:
FP&A Business Environment, Planning and Budgeting, Cash Planning

By Kerman Lau, Director of Finance, Workday

Kerman Lau is a seasoned finance executive and trusted advisor to business partners and company leaders.

He uses his strong systems knowledge to drive innovation, and has implemented planning and reporting systems in companies of all sizes. Kerman is currently director of finance at Workday, and regularly speaks and writes about FP&A best practices. Prior to Workday, he worked as a key part of the Finance teams at Electronic Arts, Symantec, and Veritas Technologies

The COVID-19 pandemic forced companies of all sizes to scrap their business plans for 2020 and attempt to come up with new ones even though so much is unknown and changing so fast. This article covers top challenges currently facing companies during pandemic.

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FP&A Software: If You Build it, Will They Come?
software
August 12, 2020
FP&A Tags:
FP&A Technology, Digital FP&A

By Andrew McDonald, Managing Director at Titanium Finance Solutions

As a finance professional implementing an FP&A / CPM / EPM platform, you might face several challenges including end-user resistance. If your end-users are not adopting the software, you’re not getting full value from your investment.

Read more

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Future Meetings

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Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

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

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

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

March 19, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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FP&A Roles Reimagined for the Agentic AI Era
 
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