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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.

What Do You Need to Move from FP&A to Extended Planning and Analysis?
Houston-FP&A-Board-October-22-9
December 8, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Eric Moses, Mergers and Acquisitions Lead - Americas at Shell

Business plans often take months to pull together and, in many ways, are outdated by the time the ink dries. We need a better approach to deliver long-term value. Moving from FP&A to Extended Planning is one way to achieve this.

Read more
Optimising Budget Efforts with Modern Processes, Mindset and Tools
Stephane-Bonutto-Budgeting-Main
December 8, 2022
FP&A Tags:
Planning and Budgeting

By Stéphane Bonutto, Principal Director, CFO & Enterprise Value at Accenture DACH

The budget process still requires a lot of time and effort, which risks creating an outdated financial picture before the year starts. This blog explores how much value should be placed on detailed budgets and examines the methods that can help streamline any budget team.

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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."

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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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Future Meetings

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  • In person
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 From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

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

June 24, 2026

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