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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.

xP&A in Action: Integrated Sales & Revenue Planning
Ron-Monteiro-Integrated-Sales-Revenue-Planning-Main
August 3, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A

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

This article highlights the immense benefits of an integrated sales and revenue planning approach. The author also outlines what is required to implement such an approach successfully.

Read more
Rolling Forecast: 7 Factors for Success
August 3, 2023
FP&A Tags:
Planning and Budgeting, Rolling Forecast

By Larysa Melnychuk, CEO and Founder at FP&A Trends Group and International FP&A Board

The concept of a Rolling Forecast is a hot topic in FP&A at the moment. Many companies attempt to implement it, but not all of them are successful. A Rolling Forecast can be a powerful tool for FP&A if used correctly.

Read more
Achieving Forecasting Consistency within an Organisation
Nick-Arzenton-Forecasting-Consistency-Main
August 1, 2023
FP&A Tags:
Modelling and Forecasting, Forecasting Quality

By Nick Arzenton, Divisional Finance Director CS&O – IBO at Orange Business Services

How can we ensure forecasts produced by different business units are combined into one single consistent and comprehensive exercise? In this article, the author describes a new forecasting method which can help us achieve organisational forecasting consistency.

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Why Your Business Planning Process Needs More Edge Answers
July 28, 2023
FP&A Tags:
Corporate Performance Management (CPM), FP&A Analytics, FP&A Strategic Planning, Integrated FP&A

By Michael Huthwaite, Director of Product Management at Walmart

​The long-standing narrative of Enterprise Performance Management (EPM/CPM) has been squarely focused on the effort to steer organisations away from spreadsheets by embracing Enterprise Performance Management suites (i.e. platforms).

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

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