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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.

How Much Profit are M&A/PE Analytics Leaving on the Table?
Analytics Leaving
October 8, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, FP&A Analytics

By Alan Dybvig, Managing Partner at Dybvig Consulting

Alan Dybvig

Alan Dybvig is the managing partner of Dybvig Consulting. His intellectual property was implemented to create the operational budget (OB). His business experience includes 32+ years with IBM as a director and senior manager, primarily in supply chain and sales/marketing assignments, and then four years with a Warburg Pincus-financed supply chain startup where the idea for the OB germinated. He has had five articles published in the Journal of Corporate Accounting and Finance, two articles in the Institute of Management Accountants’ Strategic Finance and one each in the Institute for Business Forecasting's blog and INFORMS’ magazine, "OR/MS Today".

Alan Dybvig's LinkedIn profile: https://www.linkedin.com/in/alan-dybvig-0a374ois/

This article applies to all private sector firms, not just Mergers and Acquisitions (M&A) and Private Equity (PE) firms. The technique described here can also be used to rank the profitability of five financial planning alternatives to the traditional budget.

Read more
Five Methods for Unbiased Finance Forecasting
forecast
October 7, 2020
FP&A Tags:
Modelling and Forecasting, Forecasting Quality, Financial Planning and Analysis

By Robert J. Zwerling, CEO at Znrg Innovations, and Jesper H. Sorensen, CFO at Mambu

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

As long as there are humans involved in making a forecast, the forecast will be biased. But there are some steps to make a forecast unbiased. This article will look into the unbiased forecasting framework and will explore the methods where humans have minimal influence on the outcome.

Read more
Pan-Asian FP&A Board on FP&A Team Building in the New Normal
remote work
October 6, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Hans Gobin, International FP&A Board Ambassador

On the 6th of October, I had the pleasure of hosting the Second Digital Pan-Asian FP&A Board. We had six insightful presentations that are summarized in this article.

Read more
The Top 8 Skills for FP&A Professionals
skills
October 1, 2020
FP&A Tags:
FP&A Skills, What is FP&A, FP&A Team Building, FP&A Strategic Planning

By Tom Hood, President and CEO at Maryland Association of CPA's & The Business Learning Institute

What are the skills needed for a successful career in FP&A? The business environment is changing fast, and we need to keep up with this pace.

Read more

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Future Meetings

  • Digital
  • In person
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
FP&A Roles Reimagined for the AI Era: Leading Finance Transformation

November 4, 2026

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