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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.

Becoming The FP&A Business Partner – What to Consider Beforehand
June 7, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering, FP&A People

By Tijana Balotic Truong, Performance Management Professional

Being a business partner will increase your scope and you will be more dependent on others. Learning to delegate, choosing the battles to fight for, saying no without compromising the relationship, continuing to expand your knowledge, surrounding yourself with the right people and supporting them would be the keys to success.

Read more
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.

Read more
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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Future Meetings

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  • In person
Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

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

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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FP&A Roles Reimagined for the Agentic AI Era
 
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