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

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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