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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

    Finance Automation to Manifest The Mission

    In this short video, Brady Ellis, VP, Head of Finance at Branch Insurance, demonstrated their path to automation of routine tasks.

    Read more
    Finance Automation to Manifest The Mission by Brady Ellis
    View recording

    Microsoft Central Forecast Case Study

    In this video, Charles Peter, Finance Director at Microsoft, shares his experience of planning and forecasting optimisation and outlines Microsoft's journey to simplification.

    Read more
    Microsoft Central Forecast Case Study
    View recording

    Need for Higher Agility and Flexibility and Need for Systems and Processes Integration

    Fernando Schreiner, FP&A Director at Gensler speaks about his experience with digital transformation and the strategy Gensler developed at the beginning of the pandemic.

    Read more
    Need for Higher Agility and Flexibility and for Systens and Processes Integration
    View recording

    Managing High Growth with Dynamic Forecasting at Dollar General Corporation

    In this short video, Gray Finney, Senior Manager FP&A at Dollar General, outlines how Dollar General Corporation developed a Dynamic Forecasting framework.

    Read more
    Managing High Growth with Dynamic Forecasting at Dollar General Corporation
    View recording

    An example of Integrated FP&A

    Garrett Dennie, VP Finance at Linde, shows how Maslow hierarchy of needs met FP&A and the practical steps to achieve fully Integrated FP&A.

    Read more
    An example of Integrated FP&A by Garrett Dennie
    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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    Agile FP&A: Turning Myths into Practice
     
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    All events for the year

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