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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.

FP&A Teams Driving Step Changes in Business Performance with AI
team_ai
June 5, 2019
FP&A Tags:
Financial Planning and Analysis, AI in FP&A, ML in FP&A

By Xavier Fernandes, Analytics Director at Metapraxis

FP&A teams are using AI to drive step changes in business performance, pushing their influence beyond their traditional areas of analyses.

Read more
Ability to Learn, Unlearn and Relearn - Do You Need This to Be Successful in FP&A?
June 4, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Skills, FP&A Business Partnering

By Geetanjali Tandon, Senior Vice President of Financial Planning & Analysis at Dayforce

As financial professionals we Financial Planning and Analysis (FP&A) professionals spend a lot of timing learning - learning the basics of accounting and finance, learning the business and learning about the impacts business decisions have on budgets and forecasts.

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Swiss FP&A Boards: Power of FP&A Predictive Analytics
May 21, 2019
FP&A Tags:
FP&A Board Meetings Insights

By Vincent Lepreux, Corporate Finance Professional

On 21st May 2019, 35 senior finance professionals gathered in the heart of Geneva for discussing “Power of FP&A Predictive Analytics”. Two days later there was a Zurich FP&A Board meeting which was devoted to the same subject.

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The Future of Business Modelling – Excel to Integrated Planning to AI
May 30, 2019
FP&A Tags:
Modelling and Forecasting, AI in FP&A, Integrated FP&A

By Carl Seidman, Principal at Seidman Financial

The pressure of globalization and agile decision-making requires companies to improve their business modeling.  They must integrate big data in real-time, synthesize that data to identify causal relationships and value-drivers, and ultimately use the findings to make high-impact business decisions.

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Future Meetings

  • Digital
  • In person
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 Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 3, 2026

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

November 5, 2026

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

November 5, 2026

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

November 12, 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
From AI Efficiency to Finance Value: The FP&A Value Architect in Action

November 4, 2026

The Digital APAC FP&A Circle
The Digital APAC FP&A Circle: Accelerating Continuous Planning in the Age of AI
Accelerating Continuous Planning in the Age of AI

November 18, 2026

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