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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.

Fostering Innovation in Your Finance Team
Chris-Thomas-Fostering-Innovation-in-Your-Finance-Team-Main
November 21, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

By Christopher Thomas, Founder of the "Blue Oak Consulting"

This article discusses several practical strategies and tips to cultivate innovation among your finance professionals. 

Read more
xP&A in Action: Demystifying Integrated Marketing Planning
Ron-Monteiro-Integrated-Marketing-Planning-Main
November 16, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A

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

The author of this article overviews integrated marketing planning and outlines its benefits for organisations. He also suggests a few practical steps to implement this approach in your business.

Read more
Driving Empowerment with the New Approach to Sales Planning
Kevin-Phillips-Sales-Planning-Main
November 14, 2023
FP&A Tags:
Planning and Budgeting

By Kevin Phillips, CEO at IDU

This article considers the spectrum of approaches to sales planning, ranging from automated and arithmetic to granular and hands-on. The article ends with a methodology that could give you the best of both worlds in a modern business environment.

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From Cost-Centric to Holistic: Mastering Zero-Based FP&A
Olga-Rudakova-ZBB-2023-Main
November 9, 2023
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer, the International FP&A Board Ambassador

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "A New Age of Zero-Based Budgeting" webinar held on the 10th of October, 2023, as well as the results of our polling questions.

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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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