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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.

The Importance of Language for an FP&A Professional
February 6, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Skills, FP&A Team Building

By Andrew Jepson, Founder and CEO at theFBPteam.com

Language is important and the words we use are critical if we don’t want to be misunderstood. Being explicit and specific in the words and sentences we use, will leave less to interpretation and is critical in order to be effective.  In this article I analyse three common phrases I hear regularly in the organisations I work with, what I suggest they really mean and how to break through the ambiguity of them.

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FP&A Board Notes: Better Budgeting
February 6, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Michael Coveney, Analytics Thought Leader and Author

 
 

These notes were made during the meeting of the FP&A Board on 6th February 2020 in London.  They are a mixture of comments made by attendees and thoughts of those who presented case studies. These notes are the copyright of the FP&A Board and are for the attendees of the FP&A Board and their business colleagues. They are not to be used in publications unless authorized by the FP&A Board.

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6 Trends That Will Shape 2020 Finance Function
February 5, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Transformation, Agile FP&A

By Partha Basu, Global Head of Finance Transformation at Aliaxis, The Author of the Book "Outskill"

Change was the other name of 2019 and the area of corporate finance was no different to experience massive fast-paced change. We saw many topics which were “great discussions” in the past now being implemented... these changes are going to stay and will intensify further in the year of 2020 & beyond.

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FP&A and the “Growth Mindset”
February 4, 2020
FP&A Tags:
FP&A Skills, What is FP&A

By Paul Barnhurst, Director of FP&A at Solera, Inc.

Many certifications and schooling opportunities exist for upgrading our FP&A abilities, and these opportunities continue to increase.  We will focus on some of the formal programs and degrees available that allow one to upskills their abilities and demonstrate a Growth Mindset”. Listed below are some of the different educational opportunities available today that can help us upskill ourselves as we strive to become better FP&A practitioners.

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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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