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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.

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.

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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.

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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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The Integral Roles Shaping FP&A's Tomorrow
Olga-Rudakova-5-Team-Roles-Webinar-April-2024-Main
May 2, 2024
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 aims to provide a comprehensive overview of the discussions at the "The Power of Five: Essential Roles for FP&A Team Success" webinar and offers valuable tips for achieving FP&A team success in today's dynamic business environment.

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 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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