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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.

Fostering Innovation in Your Finance Team
Chris-Thomas-Fostering-Innovation-in-Your-Finance-Team-Main
November 21, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

By Christopher Thomas, Founder of the "Blue Oak Consulting"

This article discusses several practical strategies and tips to cultivate innovation among your finance professionals. 

Read more
xP&A in Action: Demystifying Integrated Marketing Planning
Ron-Monteiro-Integrated-Marketing-Planning-Main
November 16, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A

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

The author of this article overviews integrated marketing planning and outlines its benefits for organisations. He also suggests a few practical steps to implement this approach in your business.

Read more
Driving Empowerment with the New Approach to Sales Planning
Kevin-Phillips-Sales-Planning-Main
November 14, 2023
FP&A Tags:
Planning and Budgeting

By Kevin Phillips, CEO at IDU

This article considers the spectrum of approaches to sales planning, ranging from automated and arithmetic to granular and hands-on. The article ends with a methodology that could give you the best of both worlds in a modern business environment.

Read more
From Cost-Centric to Holistic: Mastering Zero-Based FP&A
Olga-Rudakova-ZBB-2023-Main
November 9, 2023
FP&A Tags:
Digital FP&A Events Insights

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

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "A New Age of Zero-Based Budgeting" webinar held on the 10th of October, 2023, as well as the results of our polling questions.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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