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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 Business Partnering – Two-Way Street
March 18, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

There are different interpretations of FP&A business partnering. In my opinion, it represents a relationship between FP&A and other departments in which all of the parties involved professionally deliver what is required and provide support to each other, with the ultimate aim of creating value for the organisation. For the partnership to work in the long run, there should be a benefit for everyone involved. This is why it is important to have a clear idea about expected outcomes. 

Read more
Brexometer for FP&A Professionals: Markets Infected by Virus
March 17, 2020
FP&A Tags:
FP&A Business Environment

By David West, Head of New Business Development at AcoBloom International®

 

Last month we warned that the record level of the UK’s well- being needed to be re-visited once the impact of the coronavirus had been assessed… and look at what has happened since! The outbreak has dominated the media and infected business confidence around the world. It is still early days in the development of the virus, but already the Accountagility Index (AAX) has lost 41 basis points this month.

Read more
FP&A Talks Series: How AI Powers a 185-year Old Transport Company
March 16, 2020
FP&A Tags:
Financial Planning and Analysis, AI/ML FP&A, FP&A Trends Research, FP&A Case Studies

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

Imagine you’re a train dispatcher tasked with making hundreds of trains run smoothly every day. They must go through an interconnected network where trains run in a sequence and can’t just pass each other along the route. Suddenly a delay occurs on one of the trains because a door won’t close properly. What do you do?
 

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Financial Modeling: Types of Models and How to Design Them
March 12, 2020
FP&A Tags:
Financial Planning and Analysis, Modelling and Forecasting

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

Starting with the end in mind is one of the simplest ideas that is frequently ignored. I have seen so many analysts begin designing a financial model without having a clear understanding of the purpose of the model. In this article, you will find three types of models and some tips on how to design a good one.

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

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