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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.

Analytics Scorecard for the Right KPIs to Increase Performance
Lawrence-Maisel-Analytics-Scorecard-Main-Cropped
August 15, 2023
FP&A Tags:
FP&A Analytics, FP&A KPI, AI in FP&A

By Lawrence (Larry) Maisel, President at DecisionVu and Robert J. Zwerling, Managing Director at Finance Analytics Institute

In this article, we discuss how using Strategy Maps with AI-enabled analytics becomes an excellent technique for visually elucidating strategic objectives with the corresponding KPIs, forming financial and operational metrics, and highlighting their interdependences with the help of an Analytics Scorecard™.

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Finding the A in FP&A from Robotic Process Automation
Simone-da-Silva-Collins-RPA-Main
August 10, 2023
FP&A Tags:
FP&A RPA, Digital FP&A

By Simone da Silva Collins, Senior Financial Controller at Sony

The use of Robotic Process Automation (RPA) is one area that can help finance teams transform their analytical capacity and capability. In this article, the author outlines how RPA can help your business evolve.

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Striking the Balance: What Are the Foundations of Sustainable Growth?
Anfissa-Hayes-Striking-the-Balance-Main
August 8, 2023
FP&A Tags:
FP&A Business Environment, ESG in FP&A

By Anfissa Hayes, EMEA CFO at Honeywell Process, Management & Controls (PMC)

The author outlines the essential considerations for successful sustainable growth in this article. She exemplifies her insights with the EY project "Everest" failure.

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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.

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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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