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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.

The Meaning of Data Storytelling in the FP&A World
Ron-Monteiro-Data-Storytelling-2024-Main
March 14, 2024
FP&A Tags:
FP&A Storytelling, Data Visualisation, FP&A Skills

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept, Inc.

In this article, we will dive into the ‘Why’, the ‘What’, and the ‘How’, culminating in a 7-step process to build and deliver great data-based business stories.

Read more
FP&A's Quantum Leap: Charting a Course to Value Creation
Adam-Hancock-Quantum-Leap-Main
March 12, 2024
FP&A Tags:
Data-Driven FP&A, FP&A Technology, AI/ML FP&A

By Adam Hancock, Head of Financial Planning & Analysis at EBSCO Industries Inc.

In this article, the author emphasises the need for more value creation from FP&A professionals and tries to paint a picture of what could be streamlined.

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Five Reasons for Cash Flow Management and Planning
Amrish-Shah-5-Reasons-Cash-Flow-Planning-Main
March 7, 2024
FP&A Tags:
Cash Planning, Planning and Budgeting

By Amrish Shah, CFO at Metabolic

In this blog, we look at some key reasons why good cash flow planning and management is key to a healthy and sustainable future for any business.

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Elevate Your FP&A Maturity with Rolling Forecasts
Connagh-Hopkins-Rolling-Forecast-Maturity-Main
March 5, 2024
FP&A Tags:
Rolling Forecast, FP&A Maturity Models, FP&A Transformation

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

If you are wondering where to start with your finance transformation and not sure whether the focus should be on data, systems or Business Partnering, consider implementing Rolling Forecasts. In this article, the author outlines six practical steps to get started with Rolling Forecast.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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