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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.

Leveraging Predictive Planning and Forecasting
Hans-Gobin-Predictive-Planning-Forecasting-Main
February 1, 2024
FP&A Tags:
Digital FP&A Events Insights

By Hans Gobin, International FP&A Board Ambassador

There are still many questions and misconceptions regarding Predictive Planning and Forecasting. Many finance leaders express their concerns about this process. This article summarises the key takeaways from the webinar that shed light on these concerns.

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Flipping the Victims to Heros
Matt-Poleski-Storytelling-Main
January 30, 2024
FP&A Tags:
FP&A Storytelling

By Matt Poleski, CFO Northeast and Mid-Atlantic Regions at Gallagher

In this article, the author compares a business story with a sports game, revealing that we cannot tell the same story to different data users. He also outlines the 8-step approach for converting your ambiguous spreadsheet into a story.

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Would a Renewed Focus on These Four Areas Make FP&A Sharper in 2024?
Partha-Basu-Renewed-Focus-Main
January 29, 2024
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Agile FP&A, Cash Planning

By Partha Basu, Global Head of Finance Transformation at Aliaxis, the Author of the Book "Outskill"

In this article, the author is trying to capture a few areas that might need a renewed focus from FP&A professionals in 2024. Focusing on these aspects will help FP&A leaders contribute to profitability and cash flow and truly enhance shareholders' expectations.

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Five Critical Roles for an Ideal FP&A Team
Ron-Monteiro-Five-FPA-Team-Roles-Main
January 25, 2024
FP&A Tags:
Digital FP&A Events Insights

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

At the recent FP&A Trends webinar hosted on December 13, 2023, we focused on how FP&A leaders can build their FP&A teams and what should be done to increase our impact on our businesses.

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Future Meetings

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

February 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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