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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.

Design Thinking Method for The Finance Business Partner - The Five Whys
July 24, 2019
FP&A Tags:
FP&A Business Partnering, Financial Planning and Analysis, FP&A Skills

By Christopher Andrew Heathcote, Principal Consultant at Heathcote and Herran

Design thinking is a creative and practical approach to problem-solving. It involves the creation of multiple options which are then scrutinised through varying viewpoints and lenses to determine the most effective solution.

Read more
FP&A Business Partner: How to Talk to Marketing… About Spend!
July 23, 2019
FP&A Tags:
FP&A Business Partnering, FP&A Skills

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

For most marketing managers doing the annual budget is a bore or waste of time. With most transactional services outsourced and financial management centralised in the home country of the company, local financials spend more and more time with planning, budgeting and forecasting.

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FP&A Business Partnering in Melbourne
July 23, 2019

In July 2019, the International FP&A Board held the third meeting in Melbourne where we discussed FP&A Business Partnering. It was our last meeting in Australia in 2019 and it was great to see so many passionate senior finance professionals sharing their thoughts and ideas.

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5 Simple Steps to Help Drive Knowledgeable, Strategic Decisions
July 19, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning

By Chris Ortega, CEO at Fresh FP&A

The decision cycle will help you and your association make knowledgeable decisions that drive exceptional results. I myself use this very process when making important forecasting and planning decisions. Today, I am going to share my insights with you and your team so that you can witness the profound impacts of implementing these five simple steps.

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Future Meetings

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The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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Agile FP&A: Turning Myths into Practice
 
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Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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