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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.

From FP&A Professional to CFO
FP&A-CFO
June 3, 2020
FP&A Tags:
FP&A Skills, Financial Planning and Analysis, What is FP&A

By Ron Monteiro, Corporate (Senior) Director of Finance at Kruger Products L.P.

Do you aspire to be the Chief Financial Officer of Google, Microsoft, Tesla or any other organization? I interviewed three Executives including two former CFOs to get their advice. These business leaders all spent several years in FP&A and credit this time as a critical experience in their ascent to the leadership positions that they eventually earned and thrived in.

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Cash is King: Why is This Important?
cash
June 2, 2020
FP&A Tags:
Cash Planning, Financial Planning and Analysis

By Anand Soni, Senior Finance and Commercial Professional

In spite of knowing that cash is critical for success, how many businesses and various teams actually do everything to ensure a good cash management process? This article will explore how companies can improve this process and accumulate cash.

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The 8 C’s for Professional FP&A. Part 2
professional fp&a
May 28, 2020
FP&A Tags:
Financial Planning and Analysis, What is FP&A, FP&A Skills

By Amrish Shah, CFO at Metabolic

At a time when finance is being challenged to add more value, getting the right attitude and mindset becomes critical to attract finance talent that is fit for purpose. This article zooms in on two important qualities of a good FP&A professional – Challenging and Compassionate.

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Why 3-Statement Forecasting is not Enough
Statement Forecasting
May 27, 2020
FP&A Tags:
Planning and Budgeting, Forecasting Quality, Cash Planning

By Jack Xu, Founder of "Modtris Financial Modelling and Simulation"

A forecast that simply assigns future values based on prior experiences is not a model. In this article, I elaborate on the meaning of specifying the cause of change by showing why 3-statement forecasting is not enough for FP&A.

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Future Meetings

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

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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