With 2023 fast approaching, we should ask ourselves what trends will shape Financial Planning and Analysis. That is why for this newsletter, I have selected content on cutting-edge topics to help you better understand the latest trends shaping the FP&A industry.

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.

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.