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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.

What Finance Professionals Can Learn from ‘How to Win Friends and Influence People’
September 26, 2018
FP&A Tags:
FP&A People, FP&A Business Partnering, FP&A Team Building

By Kedar Kale, FP&A Manager at Hala

There is hardly any book on human relationships and influence that is as revered as Dale Carnegie’s ‘How to Win Friends and Influence People’. A great many leaders across the world have sworn by and largely benefited from this masterpiece.  

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Giving Meaning to Assessments
September 25, 2018
FP&A Tags:
Financial Planning and Analysis

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/

Making assessments is one part of an FP&A practitioner’s work. The purpose of assessments is to stimulate learning about the relationship between processes and outcomes. How can an FP&A practitioner give meaning to assessments? 

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5 Roles that Will Help You Broaden Your FP&A Experience
September 21, 2018
FP&A Tags:
FP&A Team Building, FP&A People, Financial Planning and Analysis, FP&A Skills

By Douglas Yeung, Senior Finance Director at Genesys

There is no lack of discussion about the skill sets that FP&A professionals need throughout their careers to be successful; even a cursory search on the Internet would provide a wealth of resources.  Broadly speaking, those articles focus on four areas of skills:

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FP&A: Are You Providing Insight or Just Information
September 19, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering

By Andrew Jepson, Founder and CEO at theFBPteam.com

One of the biggest transformations in the finance departments recently, has been the shift for an Accountant to move from a compliance and governance based individual, to an insight driven value added business partner. In the past, accountants could get by doing monthly reporting, statutory accounts and tax returns and justify their role within an organisation.

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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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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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