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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.

KPI – Friend or Foe?
March 3, 2020
FP&A Tags:
FP&A KPI, Financial Planning and Analysis

By Simone da Silva Collins, Senior Financial Analyst at Sony

When we talk about performance measurement, KPIs are a common tool.  It can be a financial measure or an operational measure. However, in recent years, KPIs seem to have fallen out of favour because it fails as a useful indicator of business performance. Should we abandon KPI? This article looks at the importance of designing and defining appropriate KPIs in performance measurement.

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FP&A Team Building in Seattle
March 3, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Dean Sorensen, Founder of IBP Collaborative

The fifth Seattle FP&A Board, which was sponsored by SAP and Robert Half, was devoted to the subject of FP&A Team Building.  As FP&A leaders work towards a more effective business partnership, they require effective teams to achieve this goal.  But what comprises effective teams? And what roles must people play?

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Zero-Based Budgeting in Boston
February 27, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Karl Kern, Accountant / Lecturer / Writer

The sixth meeting of the Boston FP&A Board was held on February 27, 2020, to address a popular subject of  Zero-Based Budgeting (ZBB). What is new in ZBB of the 21st century? How can it be useful for addressing the challenges of traditional budgeting culture

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The Essentials of a Successful Finance Transformation
February 27, 2020
FP&A Tags:
FP&A Transformation, Financial Planning and Analysis

By Amrish Shah, CFO at Metabolic

Finance transformation is high on the agenda for the majority of finance departments. What is driving this? There are a number of push factors that are important.

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Future Meetings

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Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

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

March 19, 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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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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