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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.

World-Class Strategic Planning as the Basis for All Organisational Planning
Ron-Monteiro-Strategic-Planning-Main
October 19, 2023
FP&A Tags:
FP&A Strategic Planning

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

This article will define Strategic Planning and provide a demonstrative rationale to make it a major focus for all organisations. Additionally, this article will clearly outline the steps an organisation can take to develop a strategic plan and make it the basis for all planning.

Read more
Applications of AI for Financial Planning and Analysis (FP&A)
Stylianos-Kampakis-AI-Applications-Main
October 17, 2023
FP&A Tags:
AI in FP&A, FP&A Technology, Modelling and Forecasting

By Dr Stylianos Kampakis, CEO at the Tesseract Academy

In this article, the author talks about two of the most prominent applications of AI in FP&A: forecasting and digital twins. He also outlines challenges that FP&A professionals may face when dealing with AI and suggests how to overcome them.

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Three Steps to Drive xP&A Transformation
Larysa-Melnychuk-Kedar-Kale-Three-Steps-to-XPA-Main
October 12, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), FP&A Transformation

By Larysa Melnychuk, CEO of the FP&A Trends Group, and Kedar Kale, MENA FP&A at Amazon

In this article, the authors provide a clear perspective on how FP&A teams should drive the xP&A transformation in their organisations. They suggest three actionable steps to foster the transformation.

Read more
Scenario Planning for Financial Forecasts: an Invaluable Tool for Navigating Uncertainty
Christopher-Thomas-Scenario-Planning-Main
October 10, 2023
FP&A Tags:
FP&A Scenario Planning, Modelling and Forecasting

By Christopher Thomas, Founder of the "Blue Oak Consulting"

In this article, we will explore why and how Scenario Planning can significantly benefit financial forecasting. We will also discuss its advantages and shortcomings.

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Future Meetings

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  • In person
Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 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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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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