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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.

FP&A Storytelling in Practice: London FP&A Board Meeting Notes
London-FPA-Board-April-2023-4
May 1, 2023
FP&A Tags:
FP&A Board Meetings Insights

By Wai Yee Tsang, Senior FP&A Consultant

The London FP&A Board met on 20 April 2023 for the 30th meeting since its establishment. The FP&A Board Members discussed practical considerations for effective FP&A Storytelling, focusing on the building blocks of the narrative, visualisation and data.

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Life Cycle of a Planning Model: Determine the Purpose of the Driver-Based Model(s)
Michael-Coveney-Life-Cycle-Planning-Model-2
April 27, 2023
FP&A Tags:
Driver Based Planning, Modelling and Forecasting

By Michael Coveney, Analytics Thought Leader and Author, Head of Research at FP&A Trends Group

In this blog series, the author provides a comprehensive approach to the design, construction, roll-out and maintenance of a modern driver-based planning solution. Here, he focuses on determining the decisions the model is to support and outlines why understanding the factors on which the decisions will be made is crucial.

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Is AI/ML the Magic Bullet for FP&A?
Michael-Nudelmann-AI-ML-Main
April 25, 2023
FP&A Tags:
AI/ML FP&A, FP&A Technology

By Michael Nudelmann, Head of FP&A & Analytics at SWAROVSKI

In this article, the author explains why AI/ML is not magic, even though some might think so. The interaction between the FP&A professionals and the AI/ML toolbox defines the success of the outcome. He also considers why FP&A professionals struggle with AI/ML.

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FP&A Business Partnering Maturity Model: Evaluating Your Organisation's Capabilities
FP&A Business Partnering Maturity Model: Evaluating Your Organisation's Capabilities
April 25, 2023
FP&A Tags:
FP&A Business Partnering, FP&A Maturity Models

By Larysa Melnychuk, the founder and CEO of the FP&A Trends Group and the International FP&A Board

The FP&A Business Partnering Maturity Model, developed by the International FP&A Board, evaluates an organisation's maturity in six dimensions of FP&A Business Partnering and enables them to create a transformation plan. By assessing their approach, knowledge, influence, skills, analytics, and technology, organisations can improve their FP&A capabilities and drive strategic decision-making.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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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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