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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.

Has Zero-Based Budgeting Been Given a Second Life?
February 8, 2018
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Zero-Based Budgeting (ZBB)

By Daniele Tedesco, CEO at Apliqo and MD DACH Region at Cubewise

As the year slowly draws to a close, CFOs also start their annual haggling over costly budget items. Various challenges force companies to dismantle old, cost-inefficient structures. In looking for new budgeting options, a well-known but controversial method is moving back into the limelight: zero-based budgeting (ZBB).

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Exceptional EPM/CPM Systems are an Exception
February 8, 2018
FP&A Tags:
Corporate Performance Management (CPM), FP&A Technology

By Gary Cokins, Founder and CEO: Analytics-Based Performance Management LLC

I like to think of the various EPM/CPM methods as an analogy of musical instruments in an orchestra. An orchestra’s conductor seeks balance and guides the symphony composer’s fluctuations in harmony, rhythm and tone. 

Read more
FP&A Data Vizualization: Showcase Your Critical Thinking Skills!
January 31, 2018
FP&A Tags:
Financial Planning and Analysis, Data Visualisation, FP&A Skills

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.

You will be considered a great FP&A professional only if you can communicate clearly, effectively, and eloquently. The most basic of those choices is whether a use a table or a graph. To make that choice intelligently, it’s critical that you answer four questions that are described in this article. 

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I Hear You Want to be an FP&A Professional. Well, Then You Need….
January 30, 2018
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building, FP&A Skills

By Amrish Shah, CFO at Metabolic

 What does it take to become a good or even great FP&A professional?

The article describes those QUALITIES that I have found in people who I have worked with, worked for and who have worked for me in an FP&A domain that I found to be particularly effective in driving the FP&A agenda forward within their responsibility domain.

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The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

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From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

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The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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