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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.

Why Scaling FP&A Is a Skill Your Team Should Have
Why Scaling FP&A Is a Skill Your Team Should Have
October 18, 2022
FP&A Tags:
Planning and Budgeting, FP&A Team Building, FP&A Skills

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

By designing activities that lead to scale, we can achieve the necessary returns to capital and simultaneously create re-investment in the business that results in more fantastic career paths for employees. Financial planning and analysis professionals need to understand scaling to help with strategic recommendations to leaders.

Read more
Latest Trends and Challenges Facing FP&A Departments
FPASurvey2022-0
October 13, 2022
FP&A Tags:
Financial Planning and Analysis, Data-Driven FP&A, FP&A Scenario Planning, FP&A Technology

By Lucas Santos, FP&A Manager at Novared Brasil

FP&A Trends examined the latest trends and developments in FP&A in its latest webinar, sharing invaluable findings from the 6th Annual FP&A Trends Survey and considering how FP&A departments can operate and thrive in the “brave new world” of business.

This article provides an overview of the topics and cases presented and discussed by experts and the results of interactive polls.

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Drivers of Inflation in 2022, and How FP&A Can Prepare for It
The-Drivers-Of-Inflation-2022-by-Nate-Kaemingk-Main-Picture
October 11, 2022
FP&A Tags:
Modelling and Forecasting, FP&A Scenario Planning, Planning and Budgeting

By Nate Kaemingk, Chief Forecaster, CFO at Better Forecasting

Inflation and recession are creating chaos for most businesses in the world right now. In this article, we will explore some of the macroeconomic theories driving the current inflationary environment. These theories will allow you to understand, model, and advise your company on its options for addressing chaos and uncertainty.

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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.

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Future Meetings

  • Digital
  • In person
Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 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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