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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.

Capital Planning: The Past and the Future
Liping-Qi-Capital-Planning-Main
June 20, 2024
FP&A Tags:
Capital Planning, AI in FP&A

By Liping Qi, CFO at MicroSurgical Technology

In this article, the author speculates on the evolution of capital planning and outlines how this process can be enhanced with modern technology like Artificial Intelligence/Machine Learning (AI/ML).

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The FP&A Toolbox: Winning through Measurements that Influence
Matt-Poleski-FPA-Toolbox-Measurement-Main
June 18, 2024
FP&A Tags:
Financial Planning and Analysis, Capital Planning

By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

In this article, the author examines the FP&A's role in helping businesses win by measuring financial data and explores what should be measured. He also suggests how FP&A can help management balance the tug-of-war between profitability and innovation.

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Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
Rudie-van-Dijk-Transformation-Maturity-Model-Main
June 13, 2024
FP&A Tags:
FP&A Case Studies, FP&A Maturity Models, FP&A Team Building

By Rudie van Dijk, Group FP&A Director at TIP Group

This article offers food for thought on transforming a team towards Advanced FP&A using the FP&A Trends Maturity Model and examples derived from a €1 billion+ revenue company specialising in leasing and renting road freight and intermodal transport equipment.

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Driving Business Success with FP&A Teams: AXA Group Operations Case Study
Amarnath-Kamath-AXA-Case-Study-2024-Main
June 11, 2024
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A Technology, FP&A Transformation

By Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines at AXA Group Operations

In this article, the author outlines how the Japanese branch of AXA Group Operations has undergone a transformation. Learn more about what has changed and which lessons they learnt from this article.

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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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