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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 Crucial Role of FP&A Professionals in M&A Projects
Mario-Jimenez-Mergers-Acquisitions-Main
August 20, 2024
FP&A Tags:
Financial Planning and Analysis, Cash Planning

By Mario Jiménez, Group CFO at Alamar Foods

In this article, we explore the roles of FP&A professionals in mergers and acquisitions (M&A), focusing on valuation complexities, negotiation strategies, due diligence, and integration processes. The author also shares some insights from his experience.

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How FP&A Supports Organisational Health
Matt-Poleski-Organisational-Health-Main
August 15, 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

In this article, the author explains how FP&A teams can help us support organisational health. The author outlines how this can be achieved through a deep-dive into the four disciplines stated in Patrick Lencioni's book "The Advantage".

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Improving Budget Owner Accountability: A Cornerstone of Business Partnership Success
Brian-Camposano-Budget-Owner-Accountability-Main-Superfinal
August 13, 2024
FP&A Tags:
Planning and Budgeting, FP&A Business Partnering, Collaborative FP&A, FP&A Skills

By Brian Camposano, Founder and CEO of Stratify Technologies Inc.

Here are some practical Business Partnering strategies and tips from the author's experience. They will help you develop accountability among P&L owners who look for ways to improve budget owner accountability.

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From Silos to Synergy: Preparing for Integrated FP&A
Olga-Rudakova-Integrated-FPA-2024-Main
August 8, 2024
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and International FP&A Board Ambassador

This article provides an overview of the topics and case studies presented and discussed by the expert panellists at the recent FP&A Trends webinar, shedding light on the journey towards achieving Integrated FP&A.

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Future Meetings

  • Digital
  • In person
Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

Riyadh FP&A Board
The Face-to-Face Riyadh FP&A Board
Creating Your Transformation Map with the FP&A Trends Maturity Model

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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