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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.

Does Your FP&A Team Have a Seat at the Table?
May 22, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Business Partnering

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

Each function has strategic insight that can benefit senior management with their unique perspective. While this is true, there are only so many seats at the table, and each organization functions differently.

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FP&A Board Notes: Long Range and Strategic Planning
May 16, 2019
FP&A Tags:
FP&A Board Meetings Insights

By Michael Coveney, Analytics Thought Leader and Author

These notes were made during the meeting of the FP&A Board on 16th May 2019 in London.  They are a mixture of comments made by attendees and thoughts of those who presented case studies.

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Brexometer for FP&A Professionals: May Reading
May 16, 2019
FP&A Tags:
FP&A Business Environment, Financial Planning and Analysis

By David West, Head of New Business Development at AcoBloom International®

This month there was not much movement across both economic and political measures as the UK took a breather after the trials and tribulations of March and April.  A welcome period of stability, you might say.

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Using Accounting in Your Financial Plans
May 15, 2019
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

A financial plan is a product used for guiding people’s actions toward the accumulation of wealth.  As a product a financial plan is created from a variety of sources.  One source used for creating a financial plan is accounting.

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Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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