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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.

Why Bother with Business Forecasting? From Error and ‘Accuracy’ to Adding Value
November 15, 2016
FP&A Tags:
Forecasting Quality, Modelling and Forecasting

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting"

As far as I know, we are not legally required to forecast. So why do we do it? My sense is that forecasting practitioners rarely stop to ask themselves this question. This might be because they are so focussed on techniques and processes.

Read more
Establishing Competency in Strategic Finance
November 5, 2016
FP&A Tags:
FP&A Strategic Planning, Financial Planning and Analysis

By Michael J. Huthwaite, Director of Product Management at Walmart

How to establish sustainable success in Strategic Finance, one step at a time. When executed correctly, Strategic Finance is the linchpin between Strategic Planning and Budgeting. It helps organizations turn strategic thinking into reality by cascading thoughts and goals into measurable financial outcomes.  

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FP&A: Asking How
November 9, 2016
FP&A Tags:
Financial Planning and Analysis, FP&A People

By Karl Kern, Accountant / Lecturer / Writer

An important characteristic of FP&A practitioners is a commitment to continuous improvement.  There are a number of ways for FP&A practitioners to commit toward improving their work.  For me, one of the ways I commit to continuous improvement is reading books.

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Why is the ROI of Your FP&A Team So Hard to Measure?
October 22, 2016
FP&A Tags:
Financial Planning and Analysis

​By James Myers, Global Finance Executive and FInance Transformation Consultant

Financial Planning and Analysis (FP&A) play a pivotal role between Strategy, Business and Data: a business partner advisor, helping to form a pathway that navigates an uncertain future, but in reality, the value created is very difficult to measure.

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Future Meetings

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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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