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FP&A TV Series
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    FP&A Videos is a unique educational project, featuring global thought leaders and passionate Financial Planning and Analysis (FP&A) professionals. 

    Facing significant recent transformations in the FP&A world, the project’s main goal is to share and promote better practices in FP&A.

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

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

    Short Videos

    Key Pillars for Successful AI/ML Set-Up

    Zoltan Gelencser shares the pillars of AI/ML success: robust data governance, cross-functional collaboration, scalable infrastructure, continuous evaluation, ethics, and explainability.

    Read more
    "Key pillars for successful AI / ML set-up", videopresentation by Zoltan Zoltan Gelencser
    View recording

    Business Partnering and Agile FP&A

    George Kolokotronis shares how he reshaped FP&A at Sherweb using a strategy built on five pillars: planning, reporting, analytics, technology, and people.

    Read more
    "Business Partnering and Agile FP&A" by George Kolokotronis
    View recording

    Visualise stories, not data, to empower strategic decisions

    Are your charts telling a story or just showing numbers? Jürgen Faisst showed how smarter visuals reveal trends that static pie charts miss.

    Read more
    Visualise stories, not data, to empower strategic decisions, presentation by Jürgen Faisst
    View recording

    FP&A Storytelling: Vitality Insurance Case Study

    Hannah Coltart, Director of Finance at Vitality Insurance, shares how they evolved in data quality, technology, and talent development to enhance their FP&A Storytelling.

    Read more
    FP&A Storytelling: Vitality Insurance Case Study, presentation by Hannah Coltart
    View recording

    AI Agents in FP&A

    In his case study, Peter Galik, Global Head of Innovation, Analytics and Automation at Takeda, shared how AI agents are reshaping enterprise finance.

    Read more
    AI Agents in FP&A, case study by Peter Galik
    View recording

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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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    Future Meetings

    • Digital
    • In person
    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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    All events for the year

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