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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.

Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles
Matt-Poleski-Survival-Guide-for-Strategic-Advisor-Main
July 4, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

Read more
Using AI to Improve Our Decisions - A Virtuous Cycle
Thorsteinn-Siglaugsson-AI-for-Decision-Making-Main
June 29, 2023
FP&A Tags:
AI/ML FP&A, FP&A Technology

By Thorsteinn Siglaugsson, Logical Thinking Process Expert at Value Plan slf. and the author of the book "From Symptoms to Causes"

In this article, the author explains why FP&A should take advantage of the possibilities offered by large language models like ChatGPT and how such tools can help us improve the decision-making process.

Read more
Persuading through STORY
Taylor-Otstot-How-To-Tell-Story-Main
June 27, 2023
FP&A Tags:
FP&A Storytelling, FP&A Business Partnering

By Taylor Otstot, VP Finance at Dashlane

In this article, the author considers why data alone could not speak for itself and tell a story. He suggests a formula to make your storytelling effective, persuasive and engaging.

Read more
The Holistic Financial Model Approach to Scenario Planning and Common Pitfalls
Simone-da-Silva-Collins-Holistic-Financial-Modelling
June 22, 2023
FP&A Tags:
FP&A Scenario Planning, Modelling and Forecasting

By Simone da Silva Collins, Senior Financial Controller at Sony

The author considers several prerequisites to successful Scenario Planning and financial modelling in this article. She also explains how to avoid pitfalls in financial modelling.

Read more

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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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