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  1. Capital Planning
  2. Profitability Analysis
  3. Financial Planning and Analysis
  4. Data-Driven FP&A
Milind-Karnik-Investment-Discipline
Investment Discipline: How FP&A Connects Future Strategy with Past Returns
August 6, 2026 | 221
Milind Karnik

By Milind Karnik, Head of FP&A, Pricing and Profitability Commercial Banking at Citizens

 

FP&A can build stronger investment discipline by using past returns, clearer success metrics, and CEO/CFO sponsorship to improve future

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  1. Capital Planning
Alejandro-Erasso-Capital-Logic-Part-2
The Capital Logic: Navigating Internal Investment Decisions - Part 2 of 2
June 12, 2025 | 481
Alex-Erasso

By Alejandro Erasso, Former Sr. Director Global Business Unit FP&A Finance at VMware (Broadcom)

This article shows how FP&A leaders can apply a multi-level investment framework to align strategy, risk, and capital allocation across

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  1. Capital Planning
Alejandro-Erasso-Capital-Logic-Part-1
The Capital Logic: Navigating Internal Investment Decisions - Part 1 of 2
June 10, 2025 | 996
Alex-Erasso

By Alejandro Erasso, Former Sr. Director Global Business Unit FP&A Finance at VMware (Broadcom)

This article presents a practical framework for FP&A leaders to drive disciplined internal capital allocation decisions across products, product lines

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  1. Agile FP&A
  2. Capital Planning
  3. Cash Planning
  4. Modelling and Forecasting
Lyudmila-Goudina-Working-Capital-Strategy-Main
Driving Financial Agility: Effective Working Capital Strategy for FP&A Professionals
January 23, 2025 | 1,029
Liudmila Gudina

By Liudmila Gudina, Global Working Capital Manager at Fagron

Discover how FP&A professionals can optimise working capital through actionable strategies, aligned KPIs, and a cash-focused culture for financial agility

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  1. Capital Planning
  2. FP&A Team Building
  3. ESG in FP&A
Karl-Orrling-Sustainable-Capital-Planning-Main
Capital Planning in the Age of Sustainability: Moving from Risk Management to Resilience
October 24, 2024 | 767
Karl-Orrling

By Karl Orrling, Founder at Fairway Sustainability Partners

In this article, the author outlines how the five essential FP&A team roles can contribute to sustainable capital planning in

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  1. Capital Planning
  2. AI in FP&A
Liping-Qi-Capital-Planning-Main
Capital Planning: The Past and the Future
June 20, 2024 | 701
Liping-Qi

By Liping Qi, CFO at MicroSurgical Technology

In this article, the author speculates on the evolution of capital planning and outlines how this process can be enhanced

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Future Meetings

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  • In person
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Change Management in the Age of AI
FP&A Change Management in the Age of AI

August 26, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

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