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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.

Shared Service to COE Transformation – A Working Model
Durga-Srinivas-Perisetti-Shared-Service-Center-Main
October 31, 2023
FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Team Building

By Durga Srinivas Perisetti, Director of FP&A and Operations Analytics at Juniper Networks

This article provides a working model for businesses eager to transform a typical volume-intensive, cost-focused Shared Service Centre into a value-oriented COE. It also provides the reader with a detailed overview of the differences between these notions, a practical example of such a project and critical factors to consider before driving this transformation.

Read more
Dynamic FP&A: How to Design Data-Driven Planning Architecture
Michael-Coveney-Data-Driven-Planning-Architecture-Main
October 26, 2023
FP&A Tags:
Data-Driven FP&A, Planning and Budgeting, Financial Planning and Analysis

By Michael Coveney, Analytics Thought Leader and Author, Head of Research at FP&A Trends Group

This article outlines how an organisation could create a data-driven planning architecture and practical steps to foster the transition to data-driven insights.

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The Financial Impact of Bullwhip Effect
Renato-Rossetti-Bullwhip-Effect-Main
October 24, 2023
FP&A Tags:
Planning and Budgeting

By Renato Rossetti, FP&A Manager at Business Financial Metrics

The bullwhip effect is a significant concern for many manufacturers, distributors, and retailers, as it deals with fluctuations when one moves up the supply chain. In this article, the author outlines what it is and how FP&A teams can reduce the negative impact of this effect.

Read more
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.

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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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