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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.

The Crucial Role of FP&A Professionals in M&A Projects
Mario-Jimenez-Mergers-Acquisitions-Main
August 20, 2024
FP&A Tags:
Financial Planning and Analysis, Cash Planning

By Mario Jiménez, Group CFO at Alamar Foods

In this article, we explore the roles of FP&A professionals in mergers and acquisitions (M&A), focusing on valuation complexities, negotiation strategies, due diligence, and integration processes. The author also shares some insights from his experience.

Read more
How FP&A Supports Organisational Health
Matt-Poleski-Organisational-Health-Main
August 15, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

By Matt Poleski, NorthEast and Mid-Atlantic Regions CFO at Arthur J. Gallagher

In this article, the author explains how FP&A teams can help us support organisational health. The author outlines how this can be achieved through a deep-dive into the four disciplines stated in Patrick Lencioni's book "The Advantage".

Read more
Improving Budget Owner Accountability: A Cornerstone of Business Partnership Success
Brian-Camposano-Budget-Owner-Accountability-Main-Superfinal
August 13, 2024
FP&A Tags:
Planning and Budgeting, FP&A Business Partnering, Collaborative FP&A, FP&A Skills

By Brian Camposano, Founder and CEO of Stratify Technologies Inc.

Here are some practical Business Partnering strategies and tips from the author's experience. They will help you develop accountability among P&L owners who look for ways to improve budget owner accountability.

Read more
From Silos to Synergy: Preparing for Integrated FP&A
Olga-Rudakova-Integrated-FPA-2024-Main
August 8, 2024
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and International FP&A Board Ambassador

This article provides an overview of the topics and case studies presented and discussed by the expert panellists at the recent FP&A Trends webinar, shedding light on the journey towards achieving Integrated FP&A.

Read more

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
All events for the year

Future Meetings

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board Five Critical Roles for Building a World-Class FP&A Team

May 22, 2025

BPAI
The FP&A Trends Webinar FP&A Business Partnering and AI: A New Era

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

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AI/ML FP&A
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Data & Analytics
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
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Technology
Technology

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