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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.

Reinventing FP&A: From Measurement to Management
fp&a
October 5, 2022
FP&A Tags:
Financial Planning and Analysis, Data Visualisation

By Michael Coveney, Head of Research at FP&A Trends Group

In this series of blogs, Michael is looking at a number of areas that FP&A departments must address if they are to add value to the organisations they serve in this technology-driven age. In this blog, he looks at the reports being produced.

Read more
Four Steps Framework for Smaller FP&A Change Management
fp&a
October 4, 2022
FP&A Tags:
FP&A Change Management

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

What comes to mind when you hear the term FP&A Change Management? Typically, we think of large projects, acquisitions, reorganisations, or rebranding. But what about smaller changes?

Small changes also need to be managed even though they may not need an entire project plan. There is a simple four-step framework to help manage those smaller changes.

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Winning Value Creation and FP&A Business Partnering Model
Winning Value Creation and FP&A Business Partnering Model
September 29, 2022
FP&A Tags:
Digital FP&A Events Insights

By Hans Gobin, International FP&A Board Ambassador

How do we move the dial from non-value add to creating value, and how can FP&A Business Partners help in driving the Value Creation agenda? The Digital Middle East & Africa FP&A Circle met in June 2022 to explore this subject in detail.

This article describes the main insights of the meeting.

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Take the Long View: Harnessing Optimism and Investing In Technology to Accelerate Growth
Take the Long View: Harnessing Optimism and Investing In Technology to Accelerate Growth
September 27, 2022
FP&A Tags:
FP&A Technology

By Kevin Phillips,  CEO at IDU

According to FP&A Trends Survey 2022, there are two major problems today: 

When looking at immediate challenges, it can be difficult to justify ROI on FP&A technology against shorter-term sales. 

In some companies, FP&A is not considered to be an area for strategic investment.

How can this possibly be the case when especially cloud-based technology has been considered the saving grace of doing business during the pandemic?

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The FP&A Trends Webinar The Power of FP&A Storytelling

February 4, 2026

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