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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.

Swiss Post Case Study: How Beyond Budgeting Pushes Cultural Change towards Entrepreneurship
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Beyond Budgeting, Rolling Forecast, FP&A Case Studies

By Stefan Spiegel, CFO SBB Cargo AG, former Head Controlling of Retail Division of Swiss Post 2017

 
 

In the period from 2001 to 2006, the Retail division of Swiss Post transformed itself from a public service company into a business driven sales organization. Crucial drivers of change were, on the one hand, the adaptation of the steering systems up to the final implementation of a "Beyond Budgeting" philosophy and, on the other hand, a humanistic attitude of management and finance department against all employees. The success was amazing: The division succeeded in increasing the sales of new retail products from 0 to over 400 million CHF, optimizing the bottom line by more than 100 million CHF or more than 5 percentage points and becoming the first state-owned company in Switzerland to win the EFQM- Award for Business Excellence.

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Retaining and Building a Dream FP&A Team! #WeAreTheChampions
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building

By Chris Ortega, CEO at Fresh FP&A

So, you are a C-suite executive, Vice President, Director, Manager, Senior, or Staff financial professional and you just had a high potential and high-performance team member or members move on to greener pastures. Or you aspire to be a high potential and high-performance employee and looking for success factors to take your game to the next level. Well, look no further than this post.  

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We Need a Rolling Forecast! Really? Why?
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, Rolling Forecast

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting"

I’d like to claim that I am not easily annoyed….but that would be untrue. And one of the things that are guaranteed to irritate me is glib statements from people who claim to be experts – particularly if it is part of an act to get people to buy something.

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FP&A Business Partnering: Becoming Strategic and Influential
September 19, 2017
FP&A Tags:
FP&A Business Partnering, Financial Planning and Analysis

By Ernie Humphrey, CEO at Treasury Careers

I recently had the honor of moderating a global webinar focused on how Finance leaders can leverage FP&A business partnering to impact performance across the enterprise. The featured speakers delivered nothing short of compelling experiences and insights.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

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

February 4, 2026

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