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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.

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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

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  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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