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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.

A Bigger Role For FP&A – Insight Brokers
November 7, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A People, FP&A Skills

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

There’s been a steady move towards having more business partner roles in FP&A, similar to other support functions like IT and HR, but what does this all mean for FP&A?

Read more
When to Apply RPA in Finance?
November 6, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A RPA

By Nilly Essaides, Senior Research Director Finance/EPM at The Hackett Group 

According to research conducted by the Hackett Group, the market for robotic process automation (RPA) is real and growing. It has the potential to change the business process outsourcing (BPO) landscape, global business services (GBS) organizations, and broader business-specific processes. 

Read more
Rolling Forecasts — Why and How?
November 1, 2018
FP&A Tags:
Rolling Forecast, Financial Planning and Analysis, Beyond Budgeting, Modelling and Forecasting

By Thorsteinn Siglaugsson, Consultant / Corporate Trainer / Manager

Increasingly, managers are now looking to change the corporate planning process and replace the traditional annual budget with rolling forecasts, 12, 13 or 15 months ahead. What is the reason for this development?

Read more
Why is Talent Management & Retention Important and How to Improve It?
October 31, 2018
FP&A Tags:
FP&A Team Building, FP&A People

By Chris Ortega, CEO at Fresh FP&A

People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line.

Read more

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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

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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: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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