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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.

Enterprise Competitiveness
Christian-Fournier-Competitiveness-Main
December 19, 2024
FP&A Tags:
Profitability Analysis, FP&A Business Environment

By Christian Fournier, Former Head of Finance Europe at Orange Business Services

FP&A people should develop a good understanding of competitiveness. It is not just about the general concept but the specifics of the company. Financial Planning and Analysis (FP&A) is not the only function concerned, so we should be at least on par with the others and, hopefully, become a vector to improve the common understanding.

 

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The Art of Balance: Between Precise Planning and Agile Business Management
Daniele-Martins-Art-of-Balance
December 17, 2024
FP&A Tags:
Agile FP&A, FP&A Strategic Planning, Modelling and Forecasting

By Daniele Martins, Founder of the DM Brasil Training and Advisory

In this article, the author explores how organisations can balance rigorous financial planning with an agile mindset, highlighting the dangers of cognitive biases and offering strategies to prevent reliance on outdated assumptions and past information.

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FP&A in the Age of AI: How to Build Expertise for a Data-Driven Future
FP&A in the Age of AI: How to Build Expertise for a Data-Driven Future
December 17, 2024
FP&A Tags:
Digital FP&A Events Insights

By Hans Gobin, International FP&A Board Ambassador

The article below covers key takeaways from Digital EMEA FP&A Circle where we discussed FP&A in the Age of AI: Building Expertise for a Data-Driven Future

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From Spend to Strategy: Bridging Finance and Marketing Reporting
Ankesh-Tyagi-Bridging-Finance-and-Marketing
December 12, 2024
FP&A Tags:
Planning and Budgeting, FP&A Technology, Data-Driven FP&A

By Ankesh Tyagi, Enterprise Technology & Analytics Lead at Stripe, Inc.

In this article, the author outlines how to effectively bridge the gap between finance and marketing teams reporting and shares some learnings from his experience. He exemplifies his lessons with a planning system that helped them achieve a balanced closed-loop approach to finance and marketing planning.

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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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