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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.

Improving Financial Reporting through Financial Planning
January 18, 2018
FP&A Tags:
Financial Planning and Analysis

By Karl Kern, Accountant / Lecturer / Writer

Financial planning can help financial reporting develop insights into profitability, liquidity, and solvency through a chart of accounts. In other words, it helps to assess financial health.  The foundation in this effort is a chart of accounts.  The effectiveness of a chart of accounts can be achieved by the role of financial planning.

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FP&A and the Three-Headed Serpent
January 14, 2018
FP&A Tags:
Financial Planning and Analysis, Data-Driven FP&A, What is FP&A

By Irina Steenbeek, Founder of 'Data Crossroads'

How far can you go with improving your FP&A practices? This article reveals relationship between three important  factors for any FP&A frameworks:  the quality of data, business planning and analytcal tools and techniques. 

 

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The FP&A Evolution: A Reality Check
January 12, 2018
FP&A Tags:
Financial Planning and Analysis, Modelling and Forecasting, FP&A Technology, FP&A Analytics

By Ernie Humphrey, CEO at Treasury Careers

Are FP&A teams empowered to deliver strategic value across the enterprise? I partnered with FP&A thought leaders Larysa Melnychuk, and James Myers to develop the FP&A Empowerment: The Evolution of Technology & Trends survey in part to find out if this perception is a reality. More than 300 global FP&A leaders took part at the survey.This article shares the key findings and conclusions.

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How to Become an FP&A Professional
December 26, 2017
FP&A Tags:
What is FP&A, FP&A Skills, FP&A People

By Simone da Silva Collins, Senior Financial Analyst at Sony

Simone da Silva Collins is an FP&A professional working in Polycom, an industry leader in unified collaboration solutions.

She provides business partnering to various departments of Polycom in EMEA. She was previously the Group Finance Analyst supporting the Executive Team at Intec (now part of CSG), a provider of Business Support System (BSS) software and related services, primarily for the telecommunications industry. She also worked for Telewest (now part of Virgin Media) for over 7 years providing commercial and financial support to the Interconnect team.

Simone is originally from Macau in SE Asia. She gained her Masters at Manchester Business School. She has also recently achieved FP&A accreditation.

Have you thought of becoming an FP&A professional? When I was studying for my accounting qualification, I assumed I would become a traditional accountant. I did not know then how wrong this assumption would prove to be. This article gives an insight to my path in becoming an FP&A professional and short guide on how to become one.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

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 Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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