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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.

From Transcripts to Strategy: AI Agents Unlock FP&A Foresight
Manoj-Kumar-Vandanapu-Raghavendra-Boorisetty-AI-Agents
October 2, 2025
FP&A Tags:
FP&A Predictive Analytics, FP&A Strategic Planning, AI in FP&A, FP&A AI Agents

By Manoj Kumar Vandanapu, Financial Controller Asset Management Americas at UBS, and Raghavendra Boorisetty, Global Director of Financial Planning & Analysis at Rain Carbon Inc

In this article, the authors show how AI agents can turn messy earnings call transcripts into actionable FP&A insights, improving forecasting, scenario planning, and strategic foresight.

Read more
AI Transformation in FP&A and Analytics: Insights from the AI FP&A Committee Meeting #28
Isha-Sharma-AI-Transformation.jpg
September 30, 2025

By Isha Sharma, Secretary of the AI FP&A Committee, Senior Financial Analyst - Corporate & Product Finance at Autodesk
 

In this article, the AI FP&A Committee explores how Next Gen FP&A can harness AI transformation, from productivity gains to Agentic AI and the FP&A Trends AI Maturity Model.

Read more
The CFO's New Reality: Running to Stand Still
Kevin-Phillips-CFOs-New-Reality
September 30, 2025
FP&A Tags:
Planning and Budgeting, FP&A Strategic Planning, Agile FP&A

By Kevin Phillips, CEO at IDU

In this article, Kevin Phillips explores the CFO’s New Reality: why traditional financial planning can’t keep pace with today’s chaos and how agile, scenario-driven approaches create competitive advantage.

Read more
The Story behind the Spreadsheet: Elevating FP&A Through Storytelling
The Story behind the Spreadsheet Elevating FPA Through Storytelling
September 29, 2025
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, FP&A Board Ambassador

In this article, senior finance leaders share how FP&A storytelling transforms data into action through narratives, visuals, and collaboration.

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August 26, 2026

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