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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.

Leadership through Change Management
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March 21, 2023
FP&A Tags:
FP&A Change Management, FP&A Team Building

By Kristina Bow, Senior Director of FP&A at Optum

The human side of Change Management is often neglected. However, fast-paced environments still require leaders and their employees to adapt to this. In this article, Kristina Bow, Senior Director of FP&A at Landmark Health, outlines three fundamental leadership principles to ensure that Change Management goes as planned.

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Building World-Class FP&A Teams: Houston FP&A Board Notes
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March 19, 2023
FP&A Tags:
FP&A Board Meetings Insights

By Eric Moses, Mergers and Acquisitions Lead - Americas at Shell

The Houston FP&A Board met on March 14, 2023, at Downtown Greenstreet in central Houston to explore the topic of world-class FP&A teams and the critical elements to building them.

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Finance of the Future
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March 16, 2023
FP&A Tags:
FP&A Team Building, FP&A People

By Christine Fromont, CFO at Hôpital de La Tour

Recent innovations have completely transformed internal finance operations and, as a result, are changing the nature of the finance function of the future and the role that it will play in the broader financial landscape to become the custodian of performance.

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Embracing Modern Zero-Based Budgeting
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March 14, 2023
FP&A Tags:
Zero-Based Budgeting (ZBB)

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

In this article, Michael Huthwaite shares three steps to consider when implementing ZBB. Modern ZBB is not a slash-and-burn exercise. It is about applying the optimal cost structure to the right parts of the business in the right stages of maturity. It is about maintaining and growing revenue while cutting out areas with excess spending.

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Future Meetings

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  • In person
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 FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 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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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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