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FP&A Articles

FP&A Articles 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.

FP&A Articles
    • AI in FP&A
      • Agentic AI
      • AI in FP&A
      • FP&A AI Agents
      • Generative AI in FP&A
      • ML in FP&A
    • ESG in FP&A
      • ESG in FP&A
    • Integrated FP&A
      • Extended Planning & Analysis (xP&A)
      • Integrated FP&A
      • FP&A Transformation
      • Collaborative FP&A
    • Process
      • Forecasting Quality
      • FP&A Change Management
      • Continuous Planning
      • Risk-Adjusted Planning
      • Agile FP&A
      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
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      • Cash Planning
      • FP&A Scenario Planning
      • Planning and Budgeting
      • Cost Planning
      • Rolling Forecast
      • Capital Planning
    • Technology
      • FP&A Technology
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      • Digital FP&A
    • People and Culture
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      • FP&A People
    • Data & Analytics
      • Data-Driven FP&A
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    • FP&A Research
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      • FP&A Maturity Models
    • General
      • Digital FP&A Events Insights
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      • Corporate Performance Management (CPM)
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      • FP&A Case Studies
    • Financial Planning and Analysis
    Giving Meaning to Assessments
    25 September 2018
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

    Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

    LinkedIn account: https://www.linkedin.com/in/karlhkern/

    Making assessments is one part of an FP&A practitioner’s work. The purpose of assessments is
    Read more
    • FP&A Team Building
    • FP&A People
    • Financial Planning and Analysis
    • FP&A Skills
    5 Roles that Will Help You Broaden Your FP&A Experience
    21 September 2018
    douglas_yeung

    By Douglas Yeung, Senior Finance Director at Genesys

    There is no lack of discussion about the skill sets that FP&A professionals need throughout
    Read more
    • Financial Planning and Analysis
    • FP&A Business Partnering
    FP&A: Are You Providing Insight or Just Information
    19 September 2018
    andrew_jepson

    By Andrew Jepson, Founder and CEO at theFBPteam.com

    One of the biggest transformations in the finance departments recently, has been the shift for
    Read more
    • FP&A Team Building
    • FP&A People
    • Financial Planning and Analysis
    The One Big Value Driver that FP&A’s has Always Known About
    18 September 2018
    andrewcodd

    By Andrew Codd, Founder and Lead Producer The Strength In The Numbers Show

    The author Andrew Codd is the producer of the Strength in the Numbers Podcast which interviews real finance practitioners to break down their hard-won lessons and deconstruct their practical methods that work on the job and which you won't typically find in textbooks or exams so that we create more influential finance professionals worldwide who solve meaningful problems for their organisations and in return have fun, rewarding and successful careers in finance.

    LinkedIn account: https://www.linkedin.com/in/andrewcodd/

    FP&A teams have been growing in popularity because they have always known about one big
    Read more
    • Financial Planning and Analysis
    • AI in FP&A
    • ML in FP&A
    Deploying Artificial Intelligence & Machine Learning in FP&A
    17 September 2018
    nilly

    By Nilly Essaides, Senior Research Director Finance/EPM at The Hackett Group 

    I was recently invited to join FP&A-Trends’ Artificial Intelligence/Machine Learning (AI/ML) Committee by Larysa Melnychuk
    Read more
    • Financial Planning and Analysis
    • Planning and Budgeting
    • Modelling and Forecasting
    • Forecasting Quality
    Uncertainty in Rolling Budget Forecasting: A Critical Role for Informed Judgment
    14 September 2018
    hans_levenbach

    By Hans Levenbach, PhD, CPDF author of Change & Chance Embraced

    Statistical approaches to forecasting can provide a framework for creating rolling budgets to which analytical
    Read more

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    Future Meetings

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

    October 13, 2026

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

    October 15, 2026

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

    November 3, 2026

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

    November 5, 2026

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

    November 5, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
    FP&A Business Partnering in the Age of AI

    October 28, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
    From AI Efficiency to Finance Value: The FP&A Value Architect in Action

    November 4, 2026

    The Digital APAC FP&A Circle
    The Digital APAC FP&A Circle: Accelerating Continuous Planning in the Age of AI
    Accelerating Continuous Planning in the Age of AI

    November 18, 2026

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    All events for the year

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