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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.

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.

Read more
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?

Read more
Automation in FP&A: If You Want to Go Far, Go Together
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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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Future Meetings

  • Digital
  • In person
London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

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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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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