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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.

Automation in FP&A: If You Want to Go Far, Go Together
fp&a
September 22, 2022
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer

How can automation maximize the value of FP&A in your business? 

The FP&A Trends webinar addressed key questions related to automation in FP&A. Where to start? What technology to use? How does the approach to automation change depending on the size of the organisation and the industry in which it operates?

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "Maximizing the Value of FP&A Through Automation" webinar, as well as the results of our polling questions.

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Reinventing FP&A: Telling the Story
fp&a
September 21, 2022
FP&A Tags:
FP&A People, FP&A Storytelling

By Michael Coveney, Head of Research at FP&A Trends Group

In this series of 9 blogs, we will be looking at a number of areas that FP&A departments must address if they are to add value to the organisations they serve in this technology-driven age. This blog covers the role of the FP&A Analyst.

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Why Do Teamwork and Strategy Matter?
fp&a
September 20, 2022
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

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

According to a McKinsey study, during the pandemic, about 50 percent of the companies in their research, "the outperformers", took advantage of the crisis, significantly increasing performance. At the same time, 50 percent saw no meaningful change. This article discusses what factors lead companies to outperformance and how Financial Planning and Analysis (FP&A) can help.

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Key Lessons Learned from the Pandemic
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September 15, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zafeer Khan, Senior FP&A Manager at Sunbasket Inc

The recent FP&A Board meeting brought together some strong leaders in the FP&A field to discuss key lessons learned from the pandemic and how the future is evolving for the FP&A function. The article describes the main insights of the FP&A Board.

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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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