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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.

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.

Read more
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.

Read more
Finance & Accounting Revolution: Rise of Robo-Accountants
September 19, 2017
FP&A Tags:
Financial Planning and Analysis

By Emmanuel Jibodu, Finance Analytics @ Shred-it

The Boston Consulting Group (BCG) predicts that by 2025, up to a quarter of jobs will be replaced by either smart software or robots. There are numerous articles being written, nowadays, on the plight of several professions — lawyers, financial advisors, accountants, etc., because of robo-lawyers, robo-advisors, and robo-accountants.

Read more
FP&A Data Quality: 5 Signs you Need Better Data Preparation
September 19, 2017
FP&A Tags:
Data-Driven FP&A, Financial Planning and Analysis

By Ian Yates, Managing Director at Barcanet

Business users want the power of analytics – but analytics can only be as good as the data being analysed. A survey by TDWI has revealed best practices to improve data preparation, finding 76% of businesses hope to increase data-driven decision making and 37% are currently unequipped to do so. 

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Future Meetings

  • Digital
  • In person
Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

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

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

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

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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