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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.

Latest Trends in FP&A - What Are They?
July 18, 2017
FP&A Tags:
FP&A Board Meetings Insights

By Anastasia Chechkova, FP&A Trends correspondent

What are the latest FP&A  trends in Australia?  Recently, Larysa Melnychuk, the founder and MD of The International FP&A Board has opened new chapters in Perth, Melbourne and Sydney.

This article gives insights on the latest FP&A trends and challenges:  how they evolve globally and how they are perceived locally, on Australian continent.

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Finding Fractures through FP&A
October 23, 2017
FP&A Tags:
Financial Planning and Analysis

By Karl Kern, Accountant / Lecturer / Writer

The goal of financial management of maximizing shareholder wealth can be assessed through a variety of measurements.  What this variety of measurements may not assess is potential problems in relationships between businesses and stakeholders.  One way to assess potential problems with these relationships is to look for fractures. This article describes how to identify fractures through FP&A within three elements on the balance sheet.

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Beware of FP&A System Demonstrations
October 23, 2017
FP&A Tags:
FP&A Technology, Corporate Performance Management (CPM)

By Michael Coveney, Analytics Thought Leader and Author

Too often software evaluations are restricted to features and functions. It’s like evaluating a car by looking at individual components but without seeing if they all work together to meet your needs. So next time you are tempted to view a demonstration, make sure you’re prepared with questions that will help you to assess the true business value of the solution. 

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FP&A Professional, Are You Choosing the RIGHT Graph for Your Story?
October 23, 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.

There are so many ways to graph information, and many of them are not just labor-intensive, but cognitively ineffective. But even if you’ve chosen one of the more effective ways of graphing information, also remember that graphs work best when you’re trying to make a single, critically important point. 

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Future Meetings

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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

The Digital North American FP&A Circle
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

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