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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.

Extended Planning and Analysis Is Your Technique For Agility
Chicago-FP&A-Board-October-2022-3
October 18, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Michael Zelenskyi, Editorial Assistant at FP&A Trends Group

We held the 6th Chicago FP&A Face-to-Face Board on the 11th of October, 2022, and this meeting was dedicated to the emerging and developing concept of Extended Planning and Analysis (xP&A).

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Why Scaling FP&A Is a Skill Your Team Should Have
Why Scaling FP&A Is a Skill Your Team Should Have
October 18, 2022
FP&A Tags:
Planning and Budgeting, FP&A Team Building, FP&A Skills

By Matt Poleski, the Regional CFO at Arthur J. Gallagher & Co.

By designing activities that lead to scale, we can achieve the necessary returns to capital and simultaneously create re-investment in the business that results in more fantastic career paths for employees. Financial planning and analysis professionals need to understand scaling to help with strategic recommendations to leaders.

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Latest Trends and Challenges Facing FP&A Departments
FPASurvey2022-0
October 13, 2022
FP&A Tags:
Financial Planning and Analysis, Data-Driven FP&A, FP&A Scenario Planning, FP&A Technology

By Lucas Santos, FP&A Manager at Novared Brasil

FP&A Trends examined the latest trends and developments in FP&A in its latest webinar, sharing invaluable findings from the 6th Annual FP&A Trends Survey and considering how FP&A departments can operate and thrive in the “brave new world” of business.

This article provides an overview of the topics and cases presented and discussed by experts and the results of interactive polls.

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Drivers of Inflation in 2022, and How FP&A Can Prepare for It
The-Drivers-Of-Inflation-2022-by-Nate-Kaemingk-Main-Picture
October 11, 2022
FP&A Tags:
Modelling and Forecasting, FP&A Scenario Planning, Planning and Budgeting

By Nate Kaemingk, Chief Forecaster, CFO at Better Forecasting

Inflation and recession are creating chaos for most businesses in the world right now. In this article, we will explore some of the macroeconomic theories driving the current inflationary environment. These theories will allow you to understand, model, and advise your company on its options for addressing chaos and uncertainty.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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