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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.

Human Intelligence in Charge, AI at Your Service: Revolutionising FP&A Decision-Making
Larysa-Melnychuk-Human-Intelligence-and-AI-Main-Final
August 22, 2024
FP&A Tags:
AI in FP&A, Data-Driven FP&A

By Larysa Melnychuk, CEO and Founder at FP&A Trends Group

This article explores the roles of Human Intelligence and AI in FP&A, supported by findings from the 2024 FP&A Trends Survey and insights from the AI/ML FP&A Committee.

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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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Future Meetings

  • Digital
  • In person
New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

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

March 19, 2026

The 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

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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