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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.

How FP&A Evolved and Optimized Through the Pandemic
How FP&A Evolved and Optimized Through the Pandemic
July 5, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Nassim Gharib, Chief Financial Officer at City+Ventures

FP&A as a profession changed dramatically during the Covid-19 pandemic. The Chicago FP&A Board met in person to discuss how FP&A practice evolved and optimised based on the opportunities and challenges the pandemic created.

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Making the Case for Tax Neutrality
Making the Case for Tax Neutrality
June 30, 2022
FP&A Tags:
Cash Planning

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

The tax system, whether it be corporate or personal, is often a complex system that is based on rules-based accounting, which often has little to do with the actual health and well-being of the taxable entity.  

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How an Integrated FP&A Can Drive Value Creation
fp&a
June 28, 2022
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer

Is planning a routine annual exercise or a flexible and dynamic FP&A process that drives value and supports decision-making under uncertainty? How to achieve the latter?

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Tips and Hints on Implementing Driver-Based Models
fp&a
June 23, 2022
FP&A Tags:
Driver Based Planning

By Tomasz Klimek, Head of Planning and Analysis at Medicover

So, the article described the methodology of creating a driver-based model on the example of an aviation company. It focused on the key steps and explained the different areas that need to be considered in order to successfully implement an automated, integrated driver-based model.
 

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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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