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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.

Analytics Scorecard for the Right KPIs to Increase Performance
Lawrence-Maisel-Analytics-Scorecard-Main-Cropped
August 15, 2023
FP&A Tags:
FP&A Analytics, FP&A KPI, AI/ML FP&A

By Lawrence (Larry) Maisel, President at DecisionVu and Robert J. Zwerling, Managing Director at Finance Analytics Institute

In this article, we discuss how using Strategy Maps with AI-enabled analytics becomes an excellent technique for visually elucidating strategic objectives with the corresponding KPIs, forming financial and operational metrics, and highlighting their interdependences with the help of an Analytics Scorecard™.

Read more
Finding the A in FP&A from Robotic Process Automation
Simone-da-Silva-Collins-RPA-Main
August 10, 2023
FP&A Tags:
FP&A RPA, Digital FP&A

By Simone da Silva Collins, Senior Financial Controller at Sony

The use of Robotic Process Automation (RPA) is one area that can help finance teams transform their analytical capacity and capability. In this article, the author outlines how RPA can help your business evolve.

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Striking the Balance: What Are the Foundations of Sustainable Growth?
Anfissa-Hayes-Striking-the-Balance-Main
August 8, 2023
FP&A Tags:
FP&A Business Environment

By Anfissa Hayes, EMEA CFO at Honeywell Process, Management & Controls (PMC)

The author outlines the essential considerations for successful sustainable growth in this article. She exemplifies her insights with the EY project "Everest" failure.

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xP&A in Action: Integrated Sales & Revenue Planning
Ron-Monteiro-Integrated-Sales-Revenue-Planning-Main
August 3, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A

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

This article highlights the immense benefits of an integrated sales and revenue planning approach. The author also outlines what is required to implement such an approach successfully.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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