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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.

Automation in FP&A: If You Want to Go Far, Go Together
fp&a
September 22, 2022
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer

How can automation maximize the value of FP&A in your business? 

The FP&A Trends webinar addressed key questions related to automation in FP&A. Where to start? What technology to use? How does the approach to automation change depending on the size of the organisation and the industry in which it operates?

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "Maximizing the Value of FP&A Through Automation" webinar, as well as the results of our polling questions.

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Reinventing FP&A: Telling the Story
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September 21, 2022
FP&A Tags:
FP&A People, FP&A Storytelling

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

In this series of 9 blogs, we will be 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. This blog covers the role of the FP&A Analyst.

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Why Do Teamwork and Strategy Matter?
fp&a
September 20, 2022
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

By Matt Poleski, Regional CFO at Arthur J. Gallagher & Co

According to a McKinsey study, during the pandemic, about 50 percent of the companies in their research, "the outperformers", took advantage of the crisis, significantly increasing performance. At the same time, 50 percent saw no meaningful change. This article discusses what factors lead companies to outperformance and how Financial Planning and Analysis (FP&A) can help.

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Key Lessons Learned from the Pandemic
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September 15, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zafeer Khan, Senior FP&A Manager at Sunbasket Inc

The recent FP&A Board meeting brought together some strong leaders in the FP&A field to discuss key lessons learned from the pandemic and how the future is evolving for the FP&A function. The article describes the main insights of the FP&A Board.

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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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