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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: Demystifying Integrated Marketing Planning
Ron-Monteiro-Integrated-Marketing-Planning-Main
November 16, 2023
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A

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

The author of this article overviews integrated marketing planning and outlines its benefits for organisations. He also suggests a few practical steps to implement this approach in your business.

Read more
Driving Empowerment with the New Approach to Sales Planning
Kevin-Phillips-Sales-Planning-Main
November 14, 2023
FP&A Tags:
Planning and Budgeting

By Kevin Phillips, CEO at IDU

This article considers the spectrum of approaches to sales planning, ranging from automated and arithmetic to granular and hands-on. The article ends with a methodology that could give you the best of both worlds in a modern business environment.

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From Cost-Centric to Holistic: Mastering Zero-Based FP&A
Olga-Rudakova-ZBB-2023-Main
November 9, 2023
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer, the International FP&A Board Ambassador

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "A New Age of Zero-Based Budgeting" webinar held on the 10th of October, 2023, as well as the results of our polling questions.

Read more
Transforming Data Presentation to Compete with Artificial Intelligence
Matt-Poleski-Transforming-Data-Presentation-Main
November 7, 2023
FP&A Tags:
AI in FP&A, Data-Driven FP&A

By Matt Poleski, Northeast Region CFO at Gallagher

In this article, the author exemplifies why Artificial Intelligence is insufficient for analysing the data and providing insights. He illustrates it by giving an example of Simpson's Paradox, which AI could not handle without human input.

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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

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