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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.

The Meaning of Data Storytelling in the FP&A World
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March 14, 2024
FP&A Tags:
FP&A Storytelling, Data Visualisation, FP&A Skills

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

In this article, we will dive into the ‘Why’, the ‘What’, and the ‘How’, culminating in a 7-step process to build and deliver great data-based business stories.

Read more
FP&A's Quantum Leap: Charting a Course to Value Creation
Adam-Hancock-Quantum-Leap-Main
March 12, 2024
FP&A Tags:
Data-Driven FP&A, FP&A Technology, AI in FP&A

By Adam Hancock, Head of Financial Planning & Analysis at EBSCO Industries Inc.

In this article, the author emphasises the need for more value creation from FP&A professionals and tries to paint a picture of what could be streamlined.

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Five Reasons for Cash Flow Management and Planning
Amrish-Shah-5-Reasons-Cash-Flow-Planning-Main
March 7, 2024
FP&A Tags:
Cash Planning, Planning and Budgeting

By Amrish Shah, CFO at Metabolic

In this blog, we look at some key reasons why good cash flow planning and management is key to a healthy and sustainable future for any business.

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Elevate Your FP&A Maturity with Rolling Forecasts
Connagh-Hopkins-Rolling-Forecast-Maturity-Main
March 5, 2024
FP&A Tags:
Rolling Forecast, FP&A Maturity Models, FP&A Transformation

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

If you are wondering where to start with your finance transformation and not sure whether the focus should be on data, systems or Business Partnering, consider implementing Rolling Forecasts. In this article, the author outlines six practical steps to get started with Rolling Forecast.

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Future Meetings

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  • In person
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

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

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