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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.

Read more
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, Corporate Financial Controller 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

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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: 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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