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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 Products of Financial Planning
October 23, 2018
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

LinkedIn account: https://www.linkedin.com/in/karlhkern/

Financial Planning is seen as a service however seeing Financial Planning as such limits its value-added capabilities. Financial Planning creates products that help people maximize wealth. There are two products created from Financial Planning for this task.

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FP&A Analytical Transformation – Event Highlights
September 20, 2018
FP&A Tags:
FP&A Board Meetings Insights

By Joanna Naymark, Head of R&D Finance at Theravance Biopharma

Last month I attended the FP&A Board event in San Francisco focused on the latest advances in financial analytics. The event was well attended and composed of a main presentation punctuated by thoughtful audience discussions, group polls and comparisons to global statistics, a case study presentation, and small group break-away sessions.

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Successful FP&A Business Partnering in 4 Steps
October 18, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering, FP&A Skills, FP&A Team Building

By Paul Brand, Head of FP&A at ADP UK

Paul is a Fellow with the Association of Chartered Certified Accountants (FCCA) with over 10 years’ experience working in global, multinational, publicly listed companies. While working for household names across industries including Energy and Human Capital Management, Paul has honed and developed his skill set across the full FP&A range; focusing on best in class delivery of budgeting, forecasting, reporting, controlling, strategy, business partnering and decision support.

Paul has a passion for building strong relationships at all levels around the business and with his team. He combines this with a fierce determination to promote a positive brand for finance that is outside the traditional stereotypes of accountants. His leadership vision is for FP&A to empower the organisation and its employees to achieve their business ambitions, whatever they may be.

LinkedIn Profile: https://www.linkedin.com/in/paul-brand-b519646/

It can be one of the greatest intangibles in the FP&A world – how do you succeed as a business partner?

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4 Steps to Becoming a More Valued FP&A Professional
October 17, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building, FP&A Skills

By Andrew Codd, Founder and Lead Producer The Strength In The Numbers Show

The author Andrew Codd is the producer of the Strength in the Numbers Podcast which interviews real finance practitioners to break down their hard-won lessons and deconstruct their practical methods that work on the job and which you won't typically find in textbooks or exams so that we create more influential finance professionals worldwide who solve meaningful problems for their organisations and in return have fun, rewarding and successful careers in finance.

Andrew Codd's LinkedIn account: https://www.linkedin.com/in/andrewcodd/

Within any organisation you’ll find some groups of people who are the most well-known and highly valued. Given there are many functions, groups, roles & people within our organisations today how can FP&A become, and be seen to be more valued?

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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

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