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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.

A Line Manager’s Perspective on Annual Budgets and Rolling Forecasts
businessman
April 20, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Rolling Forecast

By John Stretch,  MD at Stretch Business Training

Two years ago, the company moved away from our annual budget and monthly variance reports, and adopted quarterly rolling forecasts supported by key performance indicators and scorecards. Is this approach useful to a line manager?

Read more
Career Management of FP&A Professionals
April 17, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Skills, What is FP&A

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

One of the advantages of working in the domain of FP&A is that it provides excellent opportunity to learn about many aspects of the business. This enables the individual to, not only do the job with a more solid ground, but to also get a better picture of what and how is done in the other departments. Additionally, working closely with colleagues from different functions increases one’s visibility in the organization. But how do you get started in FP&A?

Read more
Top Qualities for FP&A Professionals
top qualities
April 16, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Skills, What is FP&A

By Nicolas Boucher, Head of Finance & Controlling MIS Germany at Thales Deutschland

In this article, I share my view on the key skills to have when you want to work in Finance and how they bring value to your organization.

Read more
Ensuring the Silver Lining on Your CLOUD Strategy – A Finance Perspective
April 15, 2020
FP&A Tags:
FP&A Technology, Financial Planning and Analysis, FP&A Analytics

By Amarnath Kamath, CFO, Malaysia & Indonesia at AXA Group Operations

“Go to the cloud” has been a key building block in every global CIO’s digital strategy. However, as the CFO, do you find yourself getting into frequent arguments with them over the savings promised at the time of embarking on this journey?

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

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

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

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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