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FP&A Insights

FP&A Insights 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.

How Finance Can Frame Better Strategy for the Business
finance
May 27, 2021
FP&A Tags:
FP&A Strategic Planning, Collaborative FP&A

By Douglas Yeung, Senior Finance Director at Genesys

Similar to a conductor of an orchestra, the finance team looks at all different functions, allowing some to grow faster at times but never taking eyes off other functions so that every function in the company always performs as one to achieve the best results possible.

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A Guide for Big Data and the Transformation of FP&A
fp&a
May 26, 2021
FP&A Tags:
FP&A Transformation, Data-Driven FP&A, FP&A Team Building

By Valerie Martin, Senior Finance Director at Autodesk, San Francisco FP&A Board Ambassador
 

FP&A teams are skilled at pulling data from various information systems, manipulating it, and gathering insights. Although FP&A plays a crucial role in supporting companies in becoming more intelligent, there is a lot to think about when getting ready for big data and the FP&A transformation journey. Below are a few things to consider. This list will continue to evolve as we all learn from each other. 

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Boosting your FP&A Business Partnering by Becoming Data-Driven
fp&a
May 25, 2021
FP&A Tags:
Digital FP&A Events Insights

By Carl Stiller, Senior Business Controller Finance Transformation (Interim) at Transdev Sverige AB

FP&A professionals need to be motivated and motivate others to trust and to make strategic decisions based on insights from the team. If trust is not yet established between you and your business partner, find the trigger that will make them believe in your analysis and the numbers behind them. 

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Driver Based Planning: Finding the right drivers
Driver based planning
May 25, 2021
FP&A Tags:
Driver-Based Planning, Financial Planning and Analysis, Planning and Budgeting

“If the rate of change on the outside exceeds the rate of change on the inside, the end is near.” (c) Jack Welch

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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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