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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.

Finding the Right Mix of People
Connagh-Hopkins-Finding-the-Right-Mix-of-People-Main
July 2, 2024
FP&A Tags:
FP&A People, FP&A Team Building, FP&A Case Studies

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

In this article, the author exemplifies how to find and train the right people to build the best-in-class FP&A team. She illustrates it with examples from her practical experience at Western Power.

Read more
FP&A Dashboards: How to Develop and Automate Them
Douglas-Yeung-FPA-Dashboards-Main
June 27, 2024
FP&A Tags:
FP&A Dashboards, Data Visualisation, Data-Driven FP&A, FP&A KPI

By Douglas Yeung, former Director of Business Operations at 8x8

This article explores frameworks for developing FP&A dashboards and tells us how FP&A professionals can design informative and insightful dashboards for their target audiences.

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How to Develop Empathy as an Essential Skill for FP&A Business Partnering
Kristina-Bow-Empathy-in-Business-Partnering-Main
June 25, 2024
FP&A Tags:
FP&A Business Partnering, FP&A Skills

By Kristina Bow, Senior Director of FP&A at Optum

In this article, the author exemplifies the importance of empathy in Business Partnering by referring to her experience. She also suggests practical steps for developing empathy in Business Partnering.

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Capital Planning: The Past and the Future
Liping-Qi-Capital-Planning-Main
June 20, 2024
FP&A Tags:
Capital Planning, AI in FP&A

By Liping Qi, CFO at MicroSurgical Technology

In this article, the author speculates on the evolution of capital planning and outlines how this process can be enhanced with modern technology like Artificial Intelligence/Machine Learning (AI/ML).

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

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

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AI in FP&A
Data and Analytics
Data & Analytics
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ESG in FP&A
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FP&A Case Studies
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FP&A Research
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General
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Integrated FP&A
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People and Culture
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Technology

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