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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.

FP&A Integration: The Winning Formula
FP&A-Integration-Winning-Formula
December 5, 2022
FP&A Tags:
Digital FP&A Events Insights

By Michael Conley, Technology Director CCH® Tagetik at Wolters Kluwer

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

Read more
Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)
Zorina-Sendler-Main
December 1, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zorina Sendler, Head of FP&A at EisnerAmper

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

Read more
Why Does Emotional Intelligence Matter in FP&A?
Amarendra Kumar-Emotional-Intelligence-Main
November 29, 2022
FP&A Tags:
FP&A Team Building, FP&A Skills

By Dr (CMA) Amarendra Kumar, Finance Advisor at DXC Technology and Professor in Practice at Woxsen University 

Emotional Intelligence is another essential skill set to add to the list for effective FP&A Leadership. Emotions drive the human race, and while the world of FP&A is home to many analytical number crunchers, emotion is the fundamental factor influencing decision-making.

Read more
New York FP&A Board 2022: XP&A – Risks and Opportunities
NY-Board-October-22-1
November 24, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

The 2nd semi-annual FP&A board meeting in New York happened on October 4th, 2022. This time, the topic of the discussion was “Moving from FP&A to Extended Planning and Analysis (xP&A)”.

Read more

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
FP&A Storytelling: Craft Stories That Influence and Impact
 
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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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