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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.

Creating a Professional Career Portfolio: A Step Toward Your Dream Job
September 24, 2019
FP&A Tags:
FP&A Skills, Financial Planning and Analysis

By Linda A. MacDonald, Controller and Finance Manager at Quadrant Health Strategies, Inc.

Professional portfolios have always been the expected norm for creative, visual occupations, everything from computer-aided design, photography, artwork, interior design to runway models. Until recently, this was not an option for the finance professional, a non-visual occupation. Finance professionals have typically taken the approach to lengthy résumés, detailing employment history and outlining routine tasks performed.

Read more
Artificial Intelligence and FP&A
September 24, 2019
FP&A Tags:
AI in FP&A, Financial Planning and Analysis

By Simone da Silva Collins, Senior Financial Analyst at Sony

In a recent ACCA survey about the future of the accountancy professional, digital is listed as one of the 7 quotients for success. ACCA defines digital as “the awareness and application of existing and emerging digital technologies, capabilities, practices, strategies and culture”. One of the more talked about area in technology is artificial intelligence. This article attempts to explore whether artificial intelligence can replace people in the FP&A arena.

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Strategies to Solve the Soft Skill Shortage in FP&A
September 23, 2019
FP&A Tags:
FP&A Skills, FP&A Team Building, Financial Planning and Analysis

By Mohammed Hussain, Finance Manager at Builder.AI

Strong programming skills (R, SQL, Python, VBA) are coming up frequently as requirements to be successful in FP&A. Those who have not caught up with this yet need to do so. 

What about strong people skills?

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Brexometer for FP&A Professionals: September 2019
September 20, 2019
FP&A Tags:
FP&A Business Environment, Financial Planning and Analysis

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

The opposition showed their teeth over the past fortnight, by allying to take control of the Parliamentary agenda and pass a law extending Brexit by three months.  Remainers have triumphed, pushing the exit date out to 31st January 2020.  The Conservative party has lost its majority and cannot even call a General Election, to attempt to resolve the issue.  Notwithstanding this, Prime Minister Boris Johnson appears to be determined to leave by 31st October 2019.

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Future Meetings

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  • In person
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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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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