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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 8 C’s for FP&A Professional. Part 1
Business idea
May 14, 2020
FP&A Tags:
What is FP&A, FP&A Skills

By Amrish Shah, CFO at Metabolic

I have previously written about 8 qualities which I believe characterize good FP&A performers. The article will explore what 2 of these – Curiosity and Creativity - can mean for Business Finance and FP&A in particular.

Read more
A 120-Year Old Sugar Company Learnt the Importance of Forecasting
Case Study
May 13, 2020
FP&A Tags:
FP&A Case Studies, Forecasting Quality, Planning and Budgeting

By John Stretch,  MD at Stretch Business Training

Developing predictive models, forecasts and scenarios to assess risk and assist decision making is one of a finance department’s most important activities. If finance managers neglect this activity, the company may encounter serious problems.

Read more
COVID-19: Finance Leadership Framework to Establish Long-Term Financial and Operational Resilience
Finance Leadership Framework
May 12, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Skills, FP&A Business Environment

By Harish Maheshwari, Finance and Strategy Manager at Texas Instruments

Taking into account the current pandemic situation, what can FP&A do to establish the organization’s long-term financial and operational resilience? In this article, you will find a framework that could help you transform challenges into opportunities.

Read more
FP&A Meeting Etiquette
Meeting Etiquette
May 7, 2020
FP&A Tags:
FP&A Skills, FP&A People, FP&A Team Building

By Andrew Jepson, Founder and CEO at theFBPteam.com

As FP&A Professionals we spend a lot of time in meetings. A quick review of your Outlook - and you will barely find a day that is not filled with at least one meeting. In this article, you will find 3 rules that can help to ensure an effective meeting and allow the relevant decisions to be made and actions to be taken.

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Future Meetings

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

March 19, 2026

The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 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

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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