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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.

The Swiss FP&A Boards: Zero-Based Budgeting
February 25, 2019
FP&A Tags:
FP&A Board Meetings Insights

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

In February 2019, the International FP&A Board held two meetings in Switzerland. The ninth Geneva FP&A Board and the eighth Zurich FP&A Board gathered more than 30 senior finance professionals each.

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Scenario Planning and Modern FP&A
February 12, 2019
FP&A Tags:
FP&A Board Meetings Insights

By Tanbir Jasimuddin, Director, COO Transformation at DWF and Mitan Patel, Solutions Consultant at Chargebee

Following on from the success of the 21st London FP&A Board, we had the pleasure of attending the 8th London FP&A Circle which shares the latest professional trends and developments with the UK FP&A community, open exclusively by invitation to senior and mid-level finance practitioners.

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Who Should Own Enterprise Analytics?
February 27, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Analytics

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

Advanced analytics is fast becoming a core enterprise competency. Organizations slow to develop it risk falling behind competitors. Companies need quick and reliable insight into the current and future performance of their processes as well as the evolving needs of customers. Advanced analytics is no longer the purview of companies like Google or Amazon. It’s a critical competitive differentiator.

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Using a Balance Sheet for Financial Planning
February 26, 2019
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

The purpose of a balance sheet is to describe the resources that a business has and how those resources were acquired.  This purpose is seen as an end result of financial planning but this purpose can be seen as a starting point of financial planning. 

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The FP&A Trends Webinar The Power of FP&A Storytelling

February 4, 2026

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Integrated FP&A
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Technology

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