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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.

Keeping Calm during Budget Season. Top 5 Tips to Survive!
May 3, 2017
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Chris Ortega, CEO at Fresh FP&A

As a former public accounting auditor, I have been through my fair share of busy seasons which usually ran from September to April. For me, this was a character-building and learning opportunity that I am privileged and thankful that I got to experience in my career. However, like most, I realized this was not what I wanted to do long term.

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How Controlling Departments Will Evolve in the Digital Age. SBB Cargo Case Study
April 24, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering, Digital FP&A

By Stefan Spiegel, CFO SBB Cargo AG

Today's controller is confronted with two developments: on one hand, increasing usage of mobile applications for all employees, steady growth of IT-supported operational resource planning systems and the hype towards Big Data result in an increasing volume of direct business information. On the other hand, more and more detailed accounting standards and higher requirements for compliance and governance enforce heavier control activities.

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FP&A Analytics Maturity: The Results of the Survey
April 23, 2017
FP&A Tags:
FP&A Analytics, Financial Planning and Analysis

By Larysa Melnychuk, Founder and MD of FP&A Trends Group, and Michael Coveney, Thought-Leader and author in the area of Performance Management

Organisations are finding it increasingly hard to plan or predict future performance due to the fast pace and complexity engendered by today's global, online business environment. And yet, within the vast quantities of data. available to management, there are tell-tale trends and correlations that reveal valuable insights to the direction they should take to maximise results.

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The Physics of FP&A
April 21, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A Analytics

By Karl Kern, Founder/President, Kern Analytics LLC

The Physics of Wall Street by James Owen Weatherall is an interesting story about the influence of physics in finance.  FP&A practitioners can find material in this book to help them improve their work.  For me three areas of the book serve as meaningful reference material.

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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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