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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.

Building “AI-Ready FP&A” Teams: Essential Governance, Value-Led Pilots, and Upskilling Strategies
Andrew-Wee-Building-AI-Ready-FPA-Teams
March 17, 2026
FP&A Tags:
AI in FP&A, FP&A Transformation, FP&A Skills

By Andrew Wee, CFO at Good Bards

In this article, the author explains how CFOs can build “AI-ready FP&A” teams through disciplined governance, value-led pilots, and structured upskilling to turn AI ambition into board-ready financial outcomes.

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Beyond the Board Pack: How FP&A Can Shape the Strategic Agenda
Steve-Legg-FPA-Shape-Strategic-Agenda
March 12, 2026
FP&A Tags:
FP&A Business Partnering, FP&A Storytelling, FP&A Strategic Planning

By Steve Legg, Director of Financial Planning Enablement at Arm

In this article, the author explains why FP&A influence is determined long before the board pack is built, and how early engagement in messy, informal decision conversations is where real strategic impact is created.

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How AI is Turning Healthcare Revenue into a Strategic FP&A Asset
Manoj-Kumar-Vandanapu-Sriharsha-Chavali-AI-Healthcare-Revenue
March 10, 2026
FP&A Tags:
AI in FP&A, Cash Planning, Forecasting Quality

By Manoj Kumar Vandanapu, Financial Controller Asset Management Americas at UBS, and Sriharsha Chavali, an Applied AI and Technology Leader

In this article, the author explains how AI-driven, claim-level revenue intelligence enables healthcare FP&A teams to forecast cash more accurately, anticipate payer behaviour, and shift from reactive variance analysis to forward-looking financial decision-making.

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Why FP&A Needs To Break Free From The 100-Year-Old Budgeting Mindset
Pieter-van-Loosbroek-Break-Free-100-Year-Old-Budgeting-Mindset
March 5, 2026
FP&A Tags:
Planning and Budgeting, Rolling Forecast, Driver-Based Planning

By Pieter van Loosbroek, Founder and Managing Partner of steervalue

In this article, we explore how FP&A leaders can modernise traditional budgeting through a hybrid model combining rolling forecasts, dynamic resource allocation, and AI-enabled planning.

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Future Meetings

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

November 3, 2026

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

November 5, 2026

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

November 5, 2026

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

November 12, 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
From AI Efficiency to Finance Value: The FP&A Value Architect in Action

November 4, 2026

The Digital APAC FP&A Circle
The Digital APAC FP&A Circle: Accelerating Continuous Planning in the Age of AI
Accelerating Continuous Planning in the Age of AI

November 18, 2026

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