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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.

2017 FP&A Empowerment Survey
February 5, 2019
FP&A Tags:
Financial Planning and Analysis

The 2017 FP&A Empowerment Survey results include the experiences of 311 FP&A leaders from across the globe, offer seven insights that help define the evolution of FP&A. The results are available in the interactive report (you can see it below).

Read more
Rolling Forecast – Case Study: A Review Of Management
February 5, 2019
FP&A Tags:
Modelling and Forecasting, Forecasting Quality, Rolling Forecast, FP&A Case Studies

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

A rolling forecast is not only about seeing the future unravel, but a constant evaluation of the management team to see if they are able to adjust their operations on time. Without it, any form of strategic planning becomes useless. Below you find a real-life case. Step-by-step each question will be briefly discussed. It is about a foreign business unit, which was part of a large European corporation, on the brink of a crisis.

Read more
Strategic Partnership: Why It is Important?
January 30, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning, FP&A Team Building

By Chris Ortega, CEO at Fresh FP&A

Why is strategic partnership important? You might be asking yourself this question when going to a sales meeting, working with another department or attending a company meeting.  Strategic partnership is paramount as it allows FP&A teams to spend less time on traditional finance functions like reporting, treasury, tax and investor relations. 

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The Challenge of FP&A: The Core Conflict
January 30, 2019
FP&A Tags:
Financial Planning and Analysis

By Thorsteinn Siglaugsson, Consultant / Corporate Trainer / Manager

In the first part of this discussion we identified the root cause that prevents FP&A to deliver its full value. In fact we have identified a core conflict of FP&A. This conflict can be described in different ways. 

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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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FP&A Research
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General
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Integrated FP&A
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People and Culture
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Technology

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