Chicago FP&A Board Feedback Form - 9 October 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

Please answer the questions below:

The implementation of an Integrated Planning concept enables companies to achieve a competitive edge over their rivals which goes further than a reduction of administrative planning expenditure and creation of more time for analysis.

In March 2018, we held another meeting in Boston which was dedicated to achieving analytical transformation.

This time the Dubai FP&A Board engaged in the discussion about FP&A analytical challenges and the ways to overcome them.

The demand for Financial Planning & Analytics (FP&A) thought leadership and best practice establishment is very high.

The world of financial planning and analysis has observed changes of such magnitude that they cannot be described by our traditional statistical and analytical models.

In this article, Niels van Hove argues that while effective integrated FP&A can thrive in the right company culture, the FP&A process itself can influence and shape that culture. He calls for FP&A leaders to articulate goals that include clear expectations on behaviours. Doing so will not only improve effectiveness but also enable FP&A to play an active role in improving employee attitudes and satisfaction.

A move beyond traditional budgeting does not necessarily mean losing the budget. Rather, it’s important to reduce some of the traditional planning approach and taking a modern, flexible view of how to best remain agile and perform better. 

Any business decision-making process requires both analytics and judgment. However, in the environment of black swans and perfect storms, the decision-making process needs to become more analytical.

There are three critical roles in every balanced FP&A Team: the Architect, the Analyst, the Story Teller.  How balanced is your FP&A organisation?