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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.

A Good Sketch is Better Than a Long Speech – 5 Benefits of Data Visualisation Tools
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Data Visualisation, FP&A Storytelling

By Ian Yates,  Managing Director at Barcanet

“A good sketch is better than a long speech…” a quote often attributed to Napoleon Bonaparte. Companies are collecting, organising, storing, and analysing data from hundreds of sources, and the volume is increasing exponentially. But this data is only relevant if it can be used to drive outcomes and make timely business decisions. So it is essential to you can understand and evaluate the data quickly, and this is where data visualisation comes in.

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Address the 6 Key Challenges in Creating Value from Your Data
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Data-Driven FP&A

By Ian Yates,  Managing Director at Barcanet

To create value from data, you do need a big data strategy – right? Well, actually, probably not.  According to Gartner, the ‘all-encompassing data strategy’ fails around 60% of the time.  In fact, Gartner have even stopped publishing a Big Data ‘Hype Cycle’ (their measure of maturity and adoption of technologies).

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Fractal FP&A: How to Apply the 80/20 Pattern
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A Analytics

By Karl Kern, Accountant / Lecturer / Writer

As a word fractal is not frequently used in conversation. As a concept fractal is frequently present in our lives. Its presence is evident in nature. The concept of a fractal was established in large part by the work of Benoit Mandelbrot, a mathematician whose work covered a wide and diverse number of disciplines.  Perhaps the most notable example of how he established the concept of a fractal was his study of England’s coastlines.

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FP&A Data Visualization: Don’t Skip ANY of These Questions!
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Data Visualisation

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

Data visualization – or graphing – is one of the hottest buzzwords in FP&A today… right up there with “big data” and “predictive analytics”. It can certainly be an immensely powerful tool for helping your audience grasp your most important points.

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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

September 18, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

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

October 7, 2025

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