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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.

A Sure Shot Strategy to Fail at Finance Transformation
Suneet-Pal-Singh-Digital-Transformation-Main
March 19, 2024
FP&A Tags:
FP&A Transformation, Digital FP&A, FP&A Technology

By Suneet Pal Singh, Director of FP&A at SE Health

This article aims to share some insights on why digital transformation in finance has failed in other companies and which important lessons we can learn from those experiences.

Read more
The Meaning of Data Storytelling in the FP&A World
Ron-Monteiro-Data-Storytelling-2024-Main
March 14, 2024
FP&A Tags:
FP&A Storytelling, Data Visualisation, FP&A Skills

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

In this article, we will dive into the ‘Why’, the ‘What’, and the ‘How’, culminating in a 7-step process to build and deliver great data-based business stories.

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FP&A's Quantum Leap: Charting a Course to Value Creation
Adam-Hancock-Quantum-Leap-Main
March 12, 2024
FP&A Tags:
Data-Driven FP&A, FP&A Technology, AI in FP&A

By Adam Hancock, Head of Financial Planning & Analysis at EBSCO Industries Inc.

In this article, the author emphasises the need for more value creation from FP&A professionals and tries to paint a picture of what could be streamlined.

Read more
Five Reasons for Cash Flow Management and Planning
Amrish-Shah-5-Reasons-Cash-Flow-Planning-Main
March 7, 2024
FP&A Tags:
Cash Planning, Planning and Budgeting

By Amrish Shah, CFO at Metabolic

In this blog, we look at some key reasons why good cash flow planning and management is key to a healthy and sustainable future for any business.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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All events for the year

Future Meetings

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

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

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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