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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.

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.

Read more
FP&A Tools, Company Culture and Management Biases
Christian-Fournier-Managing-Biases-Main
January 23, 2024
FP&A Tags:
Data-Driven FP&A, FP&A People, FP&A Skills

By Christian Fournier, Former Head of Finance at Orange Business Europe

In this article, the author looks at the FP&A tools and explains why these tools must consider the company culture and factor in the existing management biases. He also shares a few practical recommendations for FP&A teams that will help fight these biases.

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The ABC of Business Partnership: Elevating Finance through Collaboration
Taylor-Otstot-ABC-Business-Partnering-Main
January 18, 2024
FP&A Tags:
FP&A Business Partnering

By Taylor Otstot, VP Finance at Dashlane

In this article, we'll explore "The ABCs of Business Partnership," a comprehensive set of principles designed to shift finance from mere observers to integral players in the strategic game plan.

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How to Unlock Trust: The Art of Listening in Finance Business Partnering
Gemma-Davie-Listening-Main
January 16, 2024
FP&A Tags:
FP&A Storytelling, FP&A Business Partnering

By Gemma Davie, Head of Finance Business Partnering at Anglian Water Services

In this article, the author focuses on reflecting on how to show up as a listener to the business to earn trust quickly and become a more impactful Business Partner.

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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

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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