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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 to Move from Static Budgets to Agentic Planning
budget-picture-webinar
June 22, 2026
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, FP&A Board Ambassador

Agentic Planning helps FP&A teams move from static budgets to dynamic, driver-based planning supported by AI, stronger ownership, and faster decisions.

Read more
AI Won’t Transform FP&A – the Operating Model Will: Insights from the AI FP&A Committee Meeting #31
AI-FPA-Committee-Meeting-31.jpg
June 18, 2026
FP&A Tags:
AI in FP&A, Digital FP&A

By Austen Williams, Intern at Fairstone Group Ltd

AI in FP&A creates real value only when finance redesigns its operating model around governed data, standardised processes, analytical capabilities, and human judgment.

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From Architecture to Action: How Headless FP&A Works in Practice — Part 2
Anup-Koshy-John-Headless-FPA-in-Practice.jpg
June 18, 2026
FP&A Tags:
Agentic AI, Generative AI in FP&A, FP&A Technology

By Anup Koshy John, Senior Finance Manager – FP&A at Bottomline Technologies

Headless FP&A shows how AI, governed data architecture, and human oversight can turn business intent into secure, explainable planning decisions.

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Beyond the Dashboard: Headless FP&A and the Rise of Conversational Budgeting — Part 1
Anup-Koshy-John-Headless-FPA.jpg
June 16, 2026
FP&A Tags:
Agentic AI, AI in FP&A, Digital FP&A

By Anup Koshy John, Senior Finance Manager — FP&A at Bottomline Technologies

How Headless FP&A and Agentic AI are reshaping budgeting through real-time scenario modelling, conversational planning, and granular operational forecasting.

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Future Meetings

  • Digital
  • In person
The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Change Management in the Age of AI
FP&A Change Management in the Age of AI

August 26, 2026

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2026 FP&A Trends Survey: Where AI Meets FP&A Reality
 
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