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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.

Data Provides the ‘Eyes’ into the Organisation
Harsh-Amarasuriya-Data-Driven-FPA-Main
January 21, 2025
FP&A Tags:
Data-Driven FP&A, Integrated FP&A

By Harsh Amarasuriya, Global Head of FP&A, Finance Transformation, Data Strategy at Clyde & Co 

The article explores how data-driven FP&A transforms organisations by integrating financial and non-financial metrics to drive strategic decision-making and measurable outcomes.

Read more
1+1=3 Budgets: How to Get the Most Motivated Teams for a Given Budget
Matt-Poleski-Motivated-Teams-Given-Budget
January 16, 2025
FP&A Tags:
Planning and Budgeting, FP&A Team Building

By Matt Poleski, NorthEast and MidAtlantic Regions CFO at Arthur J. Gallagher

The article highlights how treating budgeting as a strategic advisory tool rather than an accounting exercise can align teams, inspire excellence and drive meaningful financial outcomes.

Read more
Modern Finance - Finance Professionals in the Age of Artificial Intelligence (AI)
Takeshi-Murakami-jan-2025-article
January 14, 2025
FP&A Tags:
AI in FP&A, FP&A Technology, FP&A Transformation, FP&A Case Studies

By Takeshi Murakami, Country CFO Thailand/Vietnam at Microsoft

The article showcases Microsoft's "Modern Finance" journey, led by Takeshi Murakami, highlighting how Artificial Intelligence and advanced technologies transform finance operations by automating tasks, enhancing decision-making, and enabling a strategic focus.

Read more
Dynamic Pricing - Part 2 of 2
Renato-Rossetti-Dynamic-Pricing-Part-2
January 9, 2025
FP&A Tags:
Profitability Analysis, AI in FP&A, FP&A Case Studies

By Renato Rossetti, FP&A Manager at Business Financial Metrics

This article explores how Thompson Sampling leverages AI to refine dynamic pricing strategies and maximise profits in unpredictable markets.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

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