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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 Top Three Recommendations for Mastering FP&A Dashboards
May 29, 2018
FP&A Tags:
FP&A Dashboards, Financial Planning and Analysis, FP&A Storytelling

By James Myers, Global Finance Executive and FInance Transformation Consultant

Dashboards have become a powerful tool for FP&A to share insight and gain respect.  In this article, the author shares his top 3 recommendations for improving the quality of your dashboards. 

Read more
Ten Key Considerations for Effective FP&A Communication
May 24, 2018
FP&A Tags:
FP&A Business Partnering, Financial Planning and Analysis, FP&A People, FP&A Team Building

By Simone da Silva Collins, Senior Financial Analyst at Sony

Communication is a key soft skill that FP&A professionals should master. Getting it right the first time enables FP&A professionals to be more effective and efficient. What are the top 10 considerations for effective FP&A communication?

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Create Eye-Catching Monthly FP&A Reporting Packages
May 24, 2018
FP&A Tags:
FP&A Analytics, Data Visualisation, FP&A Dashboards

By Linda A. MacDonald, Controller and Finance Manager at Quadrant Health Strategies, Inc.

The FP&A professional’s part in leadership is vital and important to the decision-making process and direction of your business.  Make it your mission to provide the most relevant data to your “customers.”  Explain in non-finance terms, the results, implications, and impact of decisions.  This is your area to own, so be cool, calm and collected, and communicate with confidence!

Read more
Will You Be a Relevant FP&A Professional 5-10 Years from Now?
May 22, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Skills

By Mark Gandy, Founder of G3CFO

Will You Be a Relevant FP&A Professional 5-10 Years from Now?

Yes, you will stay relevant by keeping your employer relevant. Now work backwards which comes instinctively natural for you — how will you do that?

Read more

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Face-to-Face Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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