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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 Trends E-Book: Rolling Forecast. Issue #1
October 8, 2019
FP&A Tags:
Financial Planning and Analysis, Rolling Forecast, FP&A Trends Research

FP&A Trends E-Books is a series of publications consisting of articles on FP&A-related subjects. The issues are regularly published on the FP&A Trends website and are available only to the website subscribers. The first issue is devoted to the rolling forecast philosophy and contains articles from Larysa Melnychuk, Steve Morldige, Richard Reinderhoff, Elena Kiristova and Thorstein Siglaugsson. 

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The Career Path of an FP&A Professional: From Accountant to Business Partner
October 8, 2019
FP&A Tags:
FP&A Business Partnering, FP&A Skills, Financial Planning and Analysis

By Kedar Kale, FP&A Manager at Hala

Most professionals working in the FP&A discipline have degrees in finance or accounting and previously worked as accountants or auditors. The transition from such backend core finance functions to a highly business focused partnering function is one that requires certain shifts in mind-set as well as skillset. Below is a discussion attempting to highlight some of the key ones.

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Pareto Principle – 80/20 Rule
October 4, 2019
FP&A Tags:
FP&A Skills, Financial Planning and Analysis, What is FP&A

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

Most business people are familiar with the Pareto Principle, also known as the 80/20 rule. Simply put, it says that 20% of inputs generate 80% of outputs. It's a very simple concept, but many people struggle to use it. When it comes to communication, the practical application of the 80/20 rule is to listen 80% of the time.

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FP&A Trends: Diversity & Inclusion
October 3, 2019
FP&A Tags:
FP&A Team Building, What is FP&A, FP&A Skills, FP&A People

By Paul Brand, Head of FP&A at ADP UK

Both diversity and inclusion are important considerations in the modern finance world. There are clear benefits associated with organisations that are successful in driving this agenda – both in terms of employee satisfaction and also to the bottom line in terms of profit.

 
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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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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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