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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.

Does Your FP&A Team Have a Seat at the Table?
May 22, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Business Partnering

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

Each function has strategic insight that can benefit senior management with their unique perspective. While this is true, there are only so many seats at the table, and each organization functions differently.

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FP&A Board Notes: Long Range and Strategic Planning
May 16, 2019
FP&A Tags:
FP&A Board Meetings Insights

By Michael Coveney, Analytics Thought Leader and Author

These notes were made during the meeting of the FP&A Board on 16th May 2019 in London.  They are a mixture of comments made by attendees and thoughts of those who presented case studies.

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Brexometer for FP&A Professionals: May Reading
May 16, 2019
FP&A Tags:
FP&A Business Environment, Financial Planning and Analysis

By David West, Head of New Business Development at AcoBloom International®

This month there was not much movement across both economic and political measures as the UK took a breather after the trials and tribulations of March and April.  A welcome period of stability, you might say.

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Using Accounting in Your Financial Plans
May 15, 2019
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

A financial plan is a product used for guiding people’s actions toward the accumulation of wealth.  As a product a financial plan is created from a variety of sources.  One source used for creating a financial plan is accounting.

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Future Meetings

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The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
FP&A Roles Reimagined for the AI Era: Leading Finance Transformation

November 4, 2026

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