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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.

Trends Defining FP&A in 2023
Darsh-Khetan-Main-Picture
March 9, 2023
FP&A Tags:
Digital FP&A Events Insights

By Darsh Khetan, Financial Planning Analyst at Citi

The first webinar by the FP&A Trends Group in 2023 was focused on identifying the top 7 trends shaping FP&A.

Read more
How to Increase Your Chances for Success When Implementing AI Capabilities in FP&A?
Gizelda-AI-Capabilities-Main
March 7, 2023
FP&A Tags:
AI in FP&A, FP&A Technology

By Gizelda Ekonomi, Senior Commercial Finance Manager at Vodafone UK

The implementation of AI capabilities in FP&A can be a complex and challenging process. From the author's experience, there are some key aspects to consider when implementing AI capabilities in FP&A to increase your chances of success.

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The Five Pillars of Building FP&A Teams: Moving from Gatekeepers to Enablers
Mohamed-El-Rouby-Team-Building-Main
March 2, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

By Mohamed El-Rouby, Global Finance Lead and CFO at Pharmanovia

To provide relevant business insights, FP&A need to act fast, adopt a business partnering mindset and leverage digital analytics. Five key pillars enable FP&A teams to shift from being a gatekeeper to an enabler.

Read more
Evaluating CPM/FP&A System: Nine Key Areas for Consideration
Michael-Coveney-CPM-Evaluation-Main
February 28, 2023
FP&A Tags:
FP&A Technology, Corporate Performance Management (CPM)

By Michael Coveney, Analytics Thought Leader and Author

There are many software products that claim to support CPM, but often they only support some aspects, for example financial planning and reporting. One of the issues is that the term CPM is synonymous with budgeting, forecasting and management reporting which by itself cannot provide a complete solution.

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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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