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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.

Persuading through STORY
Taylor-Otstot-How-To-Tell-Story-Main
June 27, 2023
FP&A Tags:
FP&A Storytelling, FP&A Business Partnering

By Taylor Otstot, VP Finance at Dashlane

In this article, the author considers why data alone could not speak for itself and tell a story. He suggests a formula to make your storytelling effective, persuasive and engaging.

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The Holistic Financial Model Approach to Scenario Planning and Common Pitfalls
Simone-da-Silva-Collins-Holistic-Financial-Modelling
June 22, 2023
FP&A Tags:
FP&A Scenario Planning, Modelling and Forecasting

By Simone da Silva Collins, Senior Financial Controller at Sony

The author considers several prerequisites to successful Scenario Planning and financial modelling in this article. She also explains how to avoid pitfalls in financial modelling.

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British Coal: Controlling the Last Major Project
Tom-Byrne-Asfordby-Mine-Main
June 20, 2023
FP&A Tags:
FP&A Case Studies, Modelling and Forecasting

By Tom Byrne, MD at T&B Software Solutions

In this article, the author shares his experience in an extraordinary project - the Asfordby Mine acquisition by British Coal. Although the project was completed years ago, the techniques and technology used for planning and analysis were leading-edge and may still interest FP&A professionals.

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Mechanics of Running Financial Scenarios
Michael-Huthwaite-Mechanics-of-Running-Scenarios-Main
June 15, 2023
FP&A Tags:
FP&A Scenario Planning

By Michael J. Huthwaite, Director of Product Management at Walmart

Scenario Planning is a common topic among FP&A professionals and the software and services vendors who support them. However, the mechanics of scenario modelling is the layer that diehard modellers want to understand and operate within. This article explores the most common techniques used for financial scenario modelling.

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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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