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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.

What Tools Can You Use To Partner With Your Stakeholders?
July 12, 2018
FP&A Tags:
FP&A People, FP&A Business Partnering

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

FP&A professionals know their trade very well when it comes to the technical skills used to plan, forecast, and execute the strategy of a company. However, to truly influence the strategic directions they need to be able to influence their stakeholders.

Read more
The Rolling Forecast Philosophy: Time to Abandon the Budget?
July 11, 2018
FP&A Tags:
Financial Planning and Analysis, Rolling Forecast

By Ernie Humphrey, CEO at Treasury Careers

Rolling Forecasts are an essential tool for financial planning and analysis (FP&A), with the potential to radically transform the traditional corporate budgeting process. If implemented properly, a rolling forecast expands planning horizons, reduces planning cycles, and helps in executing organizational strategies.

Read more
A New Approach to Business Forecasting
July 10, 2018
FP&A Tags:
Modelling and Forecasting, Forecasting Quality

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting" 

Many millions of people are stuck with the habit of smoking. They know its bad for them and it will eventually kill them, yet they continue.

Read more
Prediction and Estimate in FP&A
July 9, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Analytics, Forecasting Quality, Modelling and Forecasting

By Rob Trippe, MBA, Financial Modelling Veteran

While FP&A professionals work in a field of numbers, language is a critical component of our profession. Far too often there is loose use of terminology in corporate finance.

Read more

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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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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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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 FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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AI in FP&A
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Data & Analytics
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