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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.

Geneva FP&A Board – Meeting Overview
October 9, 2018
FP&A Tags:
FP&A Board Meetings Insights

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

The eight session of Geneva FP&A Board was dedicated to building an FP&A team. Group of 34 high profile finance professionals was welcomed in the cosy premises of SPACES.

Read more
The Ancient Art of Storytelling (for FP&A People)
October 5, 2018
FP&A Tags:
FP&A Business Partnering, FP&A People, FP&A Storytelling

By Andrew Jepson, Founder and CEO at theFBPteam.com

Finance staff should find Logos the easiest dimension to work with. As opposed to sales who may use only a small part of the whole facts to support their story.

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A Vision for FP&A in Five Words and Five Tools
October 4, 2018
FP&A Tags:
FP&A Team Building, FP&A People, What is FP&A, FP&A Skills

By Joe Krekelberg, Finance Leader and Strategic Partner

Like many of you, I have spent significant time thinking about 1) What does FP&A do and 2) What should FP&A do?  My team and I landed on this very “packed” vision statement for our finance business partnering group.

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Do Finance Professionals Need to Move Outside of Finance to Progress Their Career?
October 3, 2018
FP&A Tags:
FP&A People, FP&A Team Building, FP&A Skills

By Stuart Eadie, Commercial Finance Manager, Enterprise at Vodafone

Does a career purely in finance hinder your ability to be a senior finance leader? Making sideways movements such as becoming a project manager which still has a massive link back into finance, or moving to a strategy department which requires an understanding of the financial implications of company’s strategy can be beneficial.

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Future Meetings

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  • In person
The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

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

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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