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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.

Capital Planning: The Past and the Future
Liping-Qi-Capital-Planning-Main
June 20, 2024
FP&A Tags:
Capital Planning, AI/ML FP&A

By Liping Qi, CFO at MicroSurgical Technology

In this article, the author speculates on the evolution of capital planning and outlines how this process can be enhanced with modern technology like Artificial Intelligence/Machine Learning (AI/ML).

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The FP&A Toolbox: Winning through Measurements that Influence
Matt-Poleski-FPA-Toolbox-Measurement-Main
June 18, 2024
FP&A Tags:
Financial Planning and Analysis, Capital Planning

By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

In this article, the author examines the FP&A's role in helping businesses win by measuring financial data and explores what should be measured. He also suggests how FP&A can help management balance the tug-of-war between profitability and innovation.

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Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
Rudie-van-Dijk-Transformation-Maturity-Model-Main
June 13, 2024
FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Maturity Models, FP&A Team Building, FP&A People

By Rudie van Dijk, Group FP&A Director at TIP Group

This article offers food for thought on transforming a team towards Advanced FP&A using the FP&A Trends Maturity Model and examples derived from a €1 billion+ revenue company specialising in leasing and renting road freight and intermodal transport equipment.

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Driving Business Success with FP&A Teams: AXA Group Operations Case Study
Amarnath-Kamath-AXA-Case-Study-2024-Main
June 11, 2024
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A Technology, FP&A Transformation

By Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines at AXA Group Operations

In this article, the author outlines how the Japanese branch of AXA Group Operations has undergone a transformation. Learn more about what has changed and which lessons they learnt from this article.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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