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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.

Presenting FP&A Strategy’s Data Maturity Model to Accelerate your Finance transformation
May 15, 2017
FP&A Tags:
FP&A Maturity Models, FP&A Dashboards, Data-Driven FP&A, Business Intelligence (BI)

By James Myers, Global Finance Executive and Finance Transformation Consultant

It’s the middle of the year and it’s time to take charge of your “data destiny” before the budgeting and planning season starts. What exactly is your data destiny? No, it’s not the new Netrunner card game where the objective is to control all the data in the Universe.

Read more
Corporate Finance Budgeting: Bridging Past and Future
May 14, 2017
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Rob Trippe, MBA, Financial Modelling Veteran

Many sophisticated business environments use budgets as a bridge between actual and forecast. Within the corporate finance domain, budgets are used to allocate resources and provide a starting point for current and future period estimates.

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SR 11-7 and Corporate Finance Modelling: Managing Risk and Promoting Success
May 11, 2017
FP&A Tags:
Financial Planning and Analysis, Modelling and Forecasting

By Rob Trippe, MBA, Financial Modelling Veteran

Through the financial crisis, the advent of drill down database capabilities and with direction from the Federal government, financial modeling is evolving into both a defined art and science.

Read more
FP&A Value Cycle – Data Leadership Strategy
May 11, 2017
FP&A Tags:
What is FP&A, Financial Planning and Analysis, FP&A Strategic Planning

By James Myers, Global Finance Executive and FInance Transformation Consultant

The Value Cycle is our approach at redefining FP&A’s role in the organization. To take a leadership position influencing the direction and outcome.  It is our role to help facilitate this process by taking the insight that we have generated and converting this into more long-term strategic thinking.

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Future Meetings

  • Digital
  • In person
New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

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

March 19, 2026

The 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

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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