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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.

When to Apply RPA in Finance?
November 6, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A RPA

By Nilly Essaides, Senior Research Director Finance/EPM at The Hackett Group 

According to research conducted by the Hackett Group, the market for robotic process automation (RPA) is real and growing. It has the potential to change the business process outsourcing (BPO) landscape, global business services (GBS) organizations, and broader business-specific processes. 

Read more
Rolling Forecasts — Why and How?
November 1, 2018
FP&A Tags:
Rolling Forecast, Financial Planning and Analysis, Beyond Budgeting, Modelling and Forecasting

By Thorsteinn Siglaugsson, Consultant / Corporate Trainer / Manager

Increasingly, managers are now looking to change the corporate planning process and replace the traditional annual budget with rolling forecasts, 12, 13 or 15 months ahead. What is the reason for this development?

Read more
Why is Talent Management & Retention Important and How to Improve It?
October 31, 2018
FP&A Tags:
FP&A Team Building, FP&A People

By Chris Ortega, CEO at Fresh FP&A

People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line.

Read more
The Essentials of FP&A Analytical Transformation
October 4, 2018
FP&A Tags:
FP&A Board Meetings Insights

By Mitan Patel, Solutions Consultant at Chargebee

I had the pleasure of attending the 7th London FP&A circle. The Circle is the educational branch of the International FP&A Board which shares the latest professional trends and developments with the UK FP&A community. It is open to both senior and mid-level finance practitioners.

Read more

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

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

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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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