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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.

Technology Tools for FP&A: Going Beyond Excel
Technology
September 3, 2020
FP&A Tags:
FP&A Skills, FP&A Technology, Digital FP&A

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

There are purpose-built software tools for nearly any need you may have, but there are a few questions you’ll want to ask yourself before you start using any of these tools.

Read more
How to Improve Sales Budget with Statistical Forecasting
budgeting
September 2, 2020
FP&A Tags:
Planning and Budgeting, Modelling and Forecasting

By Renato Rossetti, Senior Finance Professional​

This article will discuss how financial planning and analysis (FP&A) professionals can determine the general market trend using a statistical approach based on time series and how they can apply some adjustments to reflect different opportunities or threats to the business plan.

Read more
How FP&A Can Help Organizations Navigate Through Crisis
fp&a
August 26, 2020
FP&A Tags:
Cash Planning, Integrated FP&A, FP&A Business Partnering

By João Marcelo Marques de Andrade, Senior Financial Planning Analyst at Nissan Motor Corporation

Working in FP&A during a crisis is extremely challenging but it is also an opportunity to mature processes, reach a stage where FP&A can conduct organizational changes and become a real Business Partner. This article highlights three main areas for FP&A improvement.

Read more
Less Is More – FP&A Storytelling
Storytelling
August 25, 2020
FP&A Tags:
FP&A Skills, FP&A Storytelling

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

Knowing your numbers is a good starting point for an FP&A professional. But it is also required to know how to present the findings to others.

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The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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Augmenting the Finance Function with AI
 
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