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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.

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.

Read more
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.

Read more
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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Integrated Workforce Planning – the Beginning and End of HRM Process
February 21, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, Integrated FP&A, Extended Planning & Analysis (xP&A)

By Martin Winkler, Head of Business Development at Apliqo AG / Cubewise CH

In this blog we explain how companies can efficiently and accurately calculate their personnel requirements.

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Future Meetings

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

May 6, 2026

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
Augmenting the Finance Function with AI

June 24, 2026

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