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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.

Embracing Sustainability as FP&A Professionals
Karl-Orrling-ESG-FPA-Main
July 23, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning, Planning and Budgeting, ESG in FP&A

By Karl Orrling, Founder at Fairway Sustainability Partners

In this article, the author explores how FP&A professionals can help their organisations align goals with environmental regulations and best sustainable practices. The author also emphasises that true financial acumen now involves not only analysis but also a capability to navigate the corporate ship towards a greener horizon.

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Navigating the Future with Predictive Planning and Forecasting: Are You Ready?
Richard-Morris-PPF-Main
July 18, 2024
FP&A Tags:
FP&A Predictive Analytics, Modelling and Forecasting, Data-Driven FP&A

By Richard Morris, Advisory Council Member at Harvard Business Review

In this article, the author outlines how implementing Predictive Planning and Forecasting can help FP&A professionals increase the value they add to their organisations. Moreover, we discuss how to overcome crucial challenges on the way to this approach.

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How FP&A Teams Can Use the Bush-Vail Rules to Drive Innovation
Matt-Poleski-Bush-Vail-Balance-Main
July 16, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

By Matt Poleski, NorthEast and Mid-Atlantic Regions CFO at Arthur J. Gallagher

This article discusses how FP&A teams can help our organisations measure information that balances the trade-offs between profitability and innovation. The author tells us how to achieve the Bush-Vail balance when building an FP&A department.

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The Importance of Forecasting Accuracy – Part 2
Robert-Jaeger-Forecasting-Accuracy-Part-2-Main
July 11, 2024
FP&A Tags:
Modelling and Forecasting, Forecasting Quality, Cash Planning

By Robert Jaeger, Integrated Management Systems Team Lead at Continental

In the second part of this series, the author discusses three components that rely heavily on an accurate Balance Sheet (BS): the Return on Capital Employed (ROCE), the Working Capital and Cash Flow. He tells us how these components may impact forecasting accuracy.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

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