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FP&A Videos

The FP&A Videos is a unique educational project featuring global thought leaders and passionate Financial Planning and Analysis professionals. 

In view of the recent significant transformations in the FP&A (Financial Planning and Analysis) world, the main goal of this project is to share and promote better practices in FP&A.

Within its framework, we share latest trends, case studies, and insights with our expanding FP&A community.

Watch the episodes below to keep on top of developments in modern FP&A.

Business Partnering and Agile FP&A
"Business Partnering and Agile FP&A" by George Kolokotronis
Is your FP&A team built for agility?In this short video, George Kolokotronis shares how he reshaped FP&A at Sherweb to drive real business impact.His approach? A clear transformation strategy built on five pillars:Planning processesFinancial reportingData analyticsTechnologyPeople…
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Visualise stories, not data, to empower strategic decisions
Visualise stories, not data, to empower strategic decisions, presentation by Jürgen Faisst
Are your charts telling a story or just showing numbers?Jürgen Faisst, Author, Speaker, and Managing Partner at IBCS Institute, made one thing clear: in finance, it’s not about the data — it’s about the story it tells.In a striking example from PepsiCo’s report, he showed how smarter visuals can…
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FP&A Storytelling: Vitality Insurance Case Study
FP&A Storytelling: Vitality Insurance Case Study, presentation by Hannah Coltart
What makes FP&A Storytelling truly impactful? How can organisations turn data into insights that drive decisions? In this video, Hannah Coltart, Director of Finance at Vitality Insurance, shares how her team evolved in data quality, technology integration, and talent development to enhance…
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AI Agents in FP&A
AI Agents in FP&A, case study by Peter Galik
AI agents are no longer a future concept. They are actively transforming FP&A today.In his compelling case study, Peter Galik, Global Head of Innovation, Analytics and Automation at Takeda, shared how AI agents are reshaping enterprise finance.He introduced a practical framework for digital…
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FP&A Trends Digest

We will regularly update you on the latest trends and developments in FP&A. Take the opportunity to have articles written by finance thought leaders delivered directly to your inbox; watch compelling webinars; connect with like-minded professionals; and become a part of our global community.

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Event Calendar

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices
 
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All events for the year

Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

October 7, 2025

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