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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

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.

Read more
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.

Read more
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

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

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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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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