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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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Future Meetings

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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

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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