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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.

What Do You Need to Move from FP&A to Extended Planning and Analysis?
Houston-FP&A-Board-October-22-9
December 8, 2022
FP&A Tags:
FP&A Board Meetings Insights

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

Business plans often take months to pull together and, in many ways, are outdated by the time the ink dries. We need a better approach to deliver long-term value. Moving from FP&A to Extended Planning is one way to achieve this.

Read more
Optimising Budget Efforts with Modern Processes, Mindset and Tools
Stephane-Bonutto-Budgeting-Main
December 8, 2022
FP&A Tags:
Planning and Budgeting

By Stéphane Bonutto, Principal Director, CFO & Enterprise Value at Accenture DACH

The budget process still requires a lot of time and effort, which risks creating an outdated financial picture before the year starts. This blog explores how much value should be placed on detailed budgets and examines the methods that can help streamline any budget team.

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FP&A Integration: The Winning Formula
FP&A-Integration-Winning-Formula
December 5, 2022
FP&A Tags:
Digital FP&A Events Insights

By Michael Conley, Technology Director CCH® Tagetik at Wolters Kluwer

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

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Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)
Zorina-Sendler-Main
December 1, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zorina Sendler, Head of FP&A at EisnerAmper

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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