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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.

Business Partnering: How Do I Make Time For This?
January 16, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Skills, Financial Planning and Analysis

By Andrew Jepson, Founder and CEO at theFBPteam.com

Finance Business Partnering is not a new concept to the many who have been doing it for years. What is new is that it has recently been given a new exciting title, and with that comes the fear that accountants and finance professionals need to be doing something new and in addition to their current duties. And that they need to find time for it.

Read more
Data Visualisation and Storytelling in FP&A
January 14, 2020
FP&A Tags:
Data Visualisation, Data-Driven FP&A, FP&A Storytelling

By Carl Seidman, Principal at Seidman Financial

The purpose of Financial Planning and Analysis is not to build perfect forecasts and financial solutions. The purpose is simply to make better business decisions. Numbers themselves can support decision-making, but the story convinces people to make the right decision. This article will discuss best practices in data visualisation that resonate with financial and non-financial people alike.
 

 
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Are Cross-Functional Projects Important For FP&A Business Partners?
January 13, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering

By Mohamed El-Rouby, Head of FP&A - Middle East Clusters at Takeda​

 

Do you believe cross-functional projects help in improving FP&A Business Partners’ interpersonal skills, strengthening their relationships with stakeholders and increasing their business acumen? To answer these questions, I would like to share the below business case from my experience in working at a global FMCG company.

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A 5-stage Approach to Know-How in FP&A
January 8, 2020
FP&A Tags:
Financial Planning and Analysis, What is FP&A

By Amrish Shah, CFO at Metabolic

The essence of the FP&A role is about helping to enhance the decision quality of the organisation. It measures this by reporting on, analysing and planning for the financial performance of the organisation. And it does this by partnering effectively with the business. This article focuses on the HOW FP&A practitioners could approach their work.

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Future Meetings

  • Digital
  • In person
Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

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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