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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.

How Artificial Intelligence and Machine Learning will Change FP&A
June 7, 2018
FP&A Tags:
Financial Planning and Analysis, AI in FP&A, ML in FP&A

By Chris Ortega, CEO at Fresh FP&A

In this article, the author explores top 3 impacts of AI & ML on FP&A people, processes and value.

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How to Improve Company Performance with FP&A Business Partnering
June 4, 2018
FP&A Tags:
FP&A Business Partnering, FP&A Team Building

By Anders Liu-Lindberg, Co-founder and Chief Commercial Officer at the Business Partnering Institute

Business Partnering is what will make not only the FP&A team more successful but more importantly also improve the overall company performance. So, what’s stopping you from getting started right away?

Read more
Data Driven Planning: The Seven Key FP&A Models
June 1, 2018
FP&A Tags:
Driver Based Planning, Modelling and Forecasting, Cash Planning

By Michael Coveney, Head of Research at FP&A Trends Group

In this article, I want to make the case for data-driven planning to describe the 7 key FP&A models that every organisation needs to plan, resource and monitor business performance. From a planning and review perspective, there are 7 key things that management needs to know about its business processes, each of which can be assessed in a range of analytical models.

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The 2020 CFO - From "Accounting" to "Accountability"
May 31, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building

By Ruchi Gupta, Finance Advocate and Consultant at Oracle India Pvt. Ltd

Who is 2020 CFO?  The CFO’s are now moving from accounting to accountability and not just for financial performance, but also for customer centricity, cutting-edge technology, workforce excellence and fostering a high-performance culture. They are the number wizard, the generalist, the performance leader, and the growth champion.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

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

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Five Transformative Trends in Finance: How Advances in AI are Redefining FP&A in 2026 and Beyond

December 4, 2025

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