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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.

Flipping the Victims to Heroes
Matt-Poleski-Storytelling-Main
January 30, 2024
FP&A Tags:
FP&A Storytelling

By Matt Poleski, CFO Northeast and Mid-Atlantic Regions at Gallagher

In this article, the author compares a business story with a sports game, revealing that we cannot tell the same story to different data users. He also outlines the 8-step approach for converting your ambiguous spreadsheet into a story.

Read more
Would a Renewed Focus on These Four Areas Make FP&A Sharper in 2024?
Partha-Basu-Renewed-Focus-Main
January 29, 2024
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Agile FP&A, Cash Planning

By Partha Basu, Global Head of Finance Transformation at Aliaxis, the Author of the Book "Outskill"

In this article, the author is trying to capture a few areas that might need a renewed focus from FP&A professionals in 2024. Focusing on these aspects will help FP&A leaders contribute to profitability and cash flow and truly enhance shareholders' expectations.

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Five Critical Roles for an Ideal FP&A Team
Ron-Monteiro-Five-FPA-Team-Roles-Main
January 25, 2024
FP&A Tags:
Digital FP&A Events Insights

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept, Inc.

At the recent FP&A Trends webinar hosted on December 13, 2023, we focused on how FP&A leaders can build their FP&A teams and what should be done to increase our impact on our businesses.

Read more
FP&A Tools, Company Culture and Management Biases
Christian-Fournier-Managing-Biases-Main
January 23, 2024
FP&A Tags:
Data-Driven FP&A, FP&A People, FP&A Skills

By Christian Fournier, Former Head of Finance at Orange Business Europe

In this article, the author looks at the FP&A tools and explains why these tools must consider the company culture and factor in the existing management biases. He also shares a few practical recommendations for FP&A teams that will help fight these biases.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 3, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

November 5, 2026

The Face-to-Face Singapore FP&A Board
The Face-to-Face Singapore FP&A Board
Leading FP&A Change in the AI Era

November 5, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
From AI Efficiency to Finance Value: The FP&A Value Architect in Action

November 4, 2026

The Digital APAC FP&A Circle
The Digital APAC FP&A Circle: Accelerating Continuous Planning in the Age of AI
Accelerating Continuous Planning in the Age of AI

November 18, 2026

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