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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.

Discover the Winning Formula for FP&A Storytelling
Ron-Monteiro-Think-Cell-Webinar-Summary-Main
July 6, 2023
FP&A Tags:
Digital FP&A Events Insights

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

This article summarises the most interesting insights from a webinar exploring the winning formula for FP&A storytelling on April 4, 2023.

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Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles
Matt-Poleski-Survival-Guide-for-Strategic-Advisor-Main
July 4, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

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Using AI to Improve Our Decisions - A Virtuous Cycle
Thorsteinn-Siglaugsson-AI-for-Decision-Making-Main
June 29, 2023
FP&A Tags:
AI in FP&A, FP&A Technology

By Thorsteinn Siglaugsson, Logical Thinking Process Expert at Value Plan slf. and the author of the book "From Symptoms to Causes"

In this article, the author explains why FP&A should take advantage of the possibilities offered by large language models like ChatGPT and how such tools can help us improve the decision-making process.

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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 FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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Agile FP&A: Turning Myths into Practice
 
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Agile FP&A: Turning Myths into Practice
 
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Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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