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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.

FP&A Integration: The Winning Formula
FP&A-Integration-Winning-Formula
December 5, 2022
FP&A Tags:
Digital FP&A Events Insights

By Michael Conley, Technology Director CCH® Tagetik at Wolters Kluwer

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

Read more
Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)
Zorina-Sendler-Main
December 1, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zorina Sendler, Head of FP&A at EisnerAmper

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

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Why Does Emotional Intelligence Matter in FP&A?
Amarendra Kumar-Emotional-Intelligence-Main
November 29, 2022
FP&A Tags:
FP&A Team Building, FP&A Skills

By Dr (CMA) Amarendra Kumar, Finance Advisor at DXC Technology and Professor in Practice at Woxsen University 

Emotional Intelligence is another essential skill set to add to the list for effective FP&A Leadership. Emotions drive the human race, and while the world of FP&A is home to many analytical number crunchers, emotion is the fundamental factor influencing decision-making.

Read more
New York FP&A Board 2022: XP&A – Risks and Opportunities
NY-Board-October-22-1
November 24, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

The 2nd semi-annual FP&A board meeting in New York happened on October 4th, 2022. This time, the topic of the discussion was “Moving from FP&A to Extended Planning and Analysis (xP&A)”.

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Future Meetings

  • Digital
  • 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 Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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