This digest provides a wide view of how flexible systems, AI/ML and Robotic Process Automation (RPA) will help you win valuable time and create a more mature organisation. We hope this issue will help you find a direction for your transformation journey.
FP&A Trends Digest
FP&A Trends Digest was developed to regularly provide insightful FP&A-related content directly to your inbox. In each issue, we share popular articles from the website and details about upcoming webinars delivered by top finance experts. Although brief, the Digest is very informative which makes it a great read for everyone who is interested in modern FP&A.
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This digest issue aims to help you to understand financial models and the appropriate tools and ways to build them. I welcome you to investigate the following content: a free Excel template for a connected 3-Statement model; insights on types and designs of the different models; key steps for building dynamic models; and a video presentation on best practices in building Driver-Based financial models.
This digest issue comprises several case studies on FP&A transformation and practical insights on moving your maturity to the next level.
The journey towards reaching maturity is complex and will not happen overnight. That is why I am sharing with you our recent research paper with the best practices from senior practitioners on how organisations can transform from traditional to modern.
In this issue, we are sharing an insightful CPM trend report to explore the state of people, processes, and tech priorities in FP&A. Also, you can check the article on adjusting targets for budgeting, the pros and cons of ageing rolling forecasts, my article about the ten steps for achieving ZB FP&A, and a popular topic of Beyond Budget implementation. You are welcome to explore the ETEX company's case study on how they abandon traditional budget in favour of Beyond Budgeting.