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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.

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.

Read more
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.

Read more
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).

Read more
The FP&A Toolbox: Winning through Measurements that Influence
Matt-Poleski-FPA-Toolbox-Measurement-Main
June 18, 2024
FP&A Tags:
Financial Planning and Analysis, Capital Planning

By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

In this article, the author examines the FP&A's role in helping businesses win by measuring financial data and explores what should be measured. He also suggests how FP&A can help management balance the tug-of-war between profitability and innovation.

Read more

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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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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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