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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.

Transforming FP&A: From Data Providers to Strategic Business Partners
Olga-Rudakova-Digitised-Business-Partnering-June-2024-Main
July 25, 2024
FP&A Tags:
Digital FP&A Events Insights

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

This article offers a roadmap for FP&A professionals striving for excellence and improving their Business Partnering skills in an evolving business environment.

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Embracing Sustainability as FP&A Professionals
Karl-Orrling-ESG-FPA-Main
July 23, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning, Planning and Budgeting, ESG in FP&A

By Karl Orrling, Founder at Fairway Sustainability Partners

In this article, the author explores how FP&A professionals can help their organisations align goals with environmental regulations and best sustainable practices. The author also emphasises that true financial acumen now involves not only analysis but also a capability to navigate the corporate ship towards a greener horizon.

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Navigating the Future with Predictive Planning and Forecasting: Are You Ready?
Richard-Morris-PPF-Main
July 18, 2024
FP&A Tags:
FP&A Predictive Analytics, Modelling and Forecasting, Data-Driven FP&A

By Richard Morris, Advisory Council Member at Harvard Business Review

In this article, the author outlines how implementing Predictive Planning and Forecasting can help FP&A professionals increase the value they add to their organisations. Moreover, we discuss how to overcome crucial challenges on the way to this approach.

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How FP&A Teams Can Use the Bush-Vail Rules to Drive Innovation
Matt-Poleski-Bush-Vail-Balance-Main
July 16, 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

This article discusses how FP&A teams can help our organisations measure information that balances the trade-offs between profitability and innovation. The author tells us how to achieve the Bush-Vail balance when building an FP&A department.

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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