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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.

FP&A Analytical Transformation in Houston
March 10, 2020
FP&A Tags:
FP&A Board Meetings Insights

The second Houston FP&A Board gathered at the times where there are a lot of Black Swan events happening around the globe and the concept of FP&A Analytical Transformation is extremely relevant.

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FP&A Leadership: Would You Rather Be Liked or Respected?
March 5, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Skills

By Andrew Jepson, Founder and CEO at theFBPteam.com

Would you rather be liked or respected? It is a question we often get asked in interviews or from our direct managers about our own style or when difficult decisions need to be made. 

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FP&A Team Building in San Francisco
March 5, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Kristine Muromachi, Finance Director | Business Partner​

This month I had the unique opportunity to join 25 finance professionals of the San Francisco FP&A Board to have a robust dialogue on how to build winning FP&A teams. 

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Next Generation Budgeting: More Profitable and Much More
March 4, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Alan Dybvig, Managing Partner at Dybvig Consulting

Alan Dybvig

Alan Dybvig is the managing partner of Dybvig Consulting. His intellectual property was implemented to create the operational budget (OB). His business experience includes 32+ years with IBM as a director and senior manager, primarily in supply chain and sales/marketing assignments, and then four years with a Warburg Pincus-financed supply chain startup where the idea for the OB germinated. He has had five articles published in the Journal of Corporate Accounting and Finance, two articles in the Institute of Management Accountants’ Strategic Finance and one each in the Institute for Business Forecasting's blog and INFORMS’ magazine, "OR/MS Today".

Alan Dybvig's LinkedIn profile: https://www.linkedin.com/in/alan-dybvig-0a374ois/

In this article, we will look at how driver-based advanced analytics has overcome the problems with the current budgeting process. This is the first article in a series that is devoted to next generation budgeting; specifically, the operational income statement (OIS) and its associated operational budget (OB).

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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

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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