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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.

The Power of Storytelling for FP&A Professionals: Beyond Numbers to Narrative Excellence
Aurelien-Nolf-Storytelling-Main
May 16, 2024
FP&A Tags:
FP&A Storytelling, FP&A Case Studies

By Aurélien Nolf, VP, Head of FP&A at Lyft

In this article, the author discusses the key aspects of FP&A storytelling, highlighting the importance of defining the most relevant metrics, maintaining consistency, and understanding the importance of data visualisation.

Read more
Reporting Factory as FP&A Optimisation Factor
Diana-Groschupp-Reporting-Factory-Main-Final
May 14, 2024
FP&A Tags:
Data-Driven FP&A, FP&A KPI, FP&A Dashboards

By Diana Groschupp, Vice President FP&A Europe at TD Synnex

In this article, the author covers the importance of establishing a Reporting Factory within an organisation and outlines what benefits it can bring after implementation.

Read more
In-Person FP&A Business Partnering Is Unsustainable
Gartner-Research-Unsustainable-Business-Partnering-Main
May 9, 2024
FP&A Tags:
FP&A Business Partnering, FP&A People, FP&A Skills, FP&A Technology

By Randeep Rathindran, Distinguished Vice President, Research, Gartner and Michael Lashinsky, Director, Research, Gartner

In this article, the authors outline why in-person Business Partnering may not be sustainable in modern FP&A and suggest a better technique for Finance Business Partners to have a greater impact on the decision-making process.

Read more
How To Elevate Your FP&A to the Highest with Integrated Business Planning
Marcia-Williams-Integrated-Business-Planning-Main
May 7, 2024
FP&A Tags:
Planning and Budgeting, Integrated FP&A

By Marcia Williams, Founder and Managing Partner at USM Supply Chain Consulting and Forbes New York Business Council Contributor

In this article, the author outlines how to strategically position FP&A in the business, leverage sales and operations planning (S&OP), and quickly advance from FP&A to Integrated Business Planning (IBP).

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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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