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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 Team Building in San Francisco
March 5, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Kristine Muromachi, Finance Director | Business Partner​

This month I had the unique opportunity to join 25 finance professionals of the San Francisco FP&A Board to have a robust dialogue on how to build winning FP&A teams. 

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Next Generation Budgeting: More Profitable and Much More
March 4, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Alan Dybvig, Managing Partner at Dybvig Consulting

Alan Dybvig

Alan Dybvig is the managing partner of Dybvig Consulting. His intellectual property was implemented to create the operational budget (OB). His business experience includes 32+ years with IBM as a director and senior manager, primarily in supply chain and sales/marketing assignments, and then four years with a Warburg Pincus-financed supply chain startup where the idea for the OB germinated. He has had five articles published in the Journal of Corporate Accounting and Finance, two articles in the Institute of Management Accountants’ Strategic Finance and one each in the Institute for Business Forecasting's blog and INFORMS’ magazine, "OR/MS Today".

Alan Dybvig's LinkedIn profile: https://www.linkedin.com/in/alan-dybvig-0a374ois/

In this article, we will look at how driver-based advanced analytics has overcome the problems with the current budgeting process. This is the first article in a series that is devoted to next generation budgeting; specifically, the operational income statement (OIS) and its associated operational budget (OB).

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KPI – Friend or Foe?
March 3, 2020
FP&A Tags:
FP&A KPI, Financial Planning and Analysis

By Simone da Silva Collins, Senior Financial Analyst at Sony

When we talk about performance measurement, KPIs are a common tool.  It can be a financial measure or an operational measure. However, in recent years, KPIs seem to have fallen out of favour because it fails as a useful indicator of business performance. Should we abandon KPI? This article looks at the importance of designing and defining appropriate KPIs in performance measurement.

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FP&A Team Building in Seattle
March 3, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Dean Sorensen, Founder of IBP Collaborative

The fifth Seattle FP&A Board, which was sponsored by SAP and Robert Half, was devoted to the subject of FP&A Team Building.  As FP&A leaders work towards a more effective business partnership, they require effective teams to achieve this goal.  But what comprises effective teams? And what roles must people play?

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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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