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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.

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.

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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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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.

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Future Meetings

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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: 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

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

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Agile FP&A: Turning Myths into Practice
 
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Agile FP&A: Turning Myths into Practice
 
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Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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