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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.

Crafting Impactful FP&A Stories: How Vitality Blends Data, Tools, and People
Olga-Rudakova-Storytelling-Vitality-Main
November 1, 2024
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, International FP&A Board Ambassador

This article dives into Vitality Insurance’s two-decade journey to refine their Financial Planning and Analysis (FP&A) processes, highlighting how they tackled key challenges in data quality, technology integration, and talent development to enhance their FP&A Storytelling.

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Best Practices in Strategic Planning: Linking Enterprise and Product Strategy to Financial Plans
Alejandro-Erasso-Strategic-Planning-Main
October 31, 2024
FP&A Tags:
FP&A Strategic Planning, Modelling and Forecasting, Planning and Budgeting

By Alejandro Erasso, Former Sr. Director Global Business Unit FP&A Finance at VMware (Broadcom)

In this article, the author revisits how linking financial and Strategic Planning can lead to successful execution at for-profit organisations, focusing on best practices regarding scope, processes and output.

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Navigating Uncertainty: Techniques to Improve FP&A Forecasts
Richard-Morris-4-Forecasting-Hacks-Main
October 25, 2024
FP&A Tags:
Modelling and Forecasting, Driver Based Planning, Forecasting Quality

By Richard Morris, Advisory Council Member at Harvard Business Review

In this article, the author reveals four forecasting hacks that can help us enhance business value and transform our forecasts from a daunting task into a strategic advantage.

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Co-Intelligence* or How AI Enhances FP&A Business Partnering
Co-Intelligence* or How AI Enhances FP&A Business Partnering
October 25, 2024
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, International FP&A Board Ambassador

This article covers the key takeaways and insights from the webinar called FP&A Business Partnering in the Age of AI Advancements, hosted on October 16, 2024.

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Event Calendar

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All events for the year

Future Meetings

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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