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How to Create a Roadmap for Transformation with the FP&A Trends Maturity Model: Insights from New York FP&A Board

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

March 15, 2024

On March 5th, 2024, FP&A leaders convened in Michael’s Page office in New York to discuss and learn more about the FP&A Trends Maturity Model.

Zero-Based Budgeting: Critical Success Factors​
March 14, 2024

Enrique Rodriguez, Finance Director - Headquarters & Procurement at Walgreens Boots Alliance, shared his experience implementing Zero-Based Budgeting (ZBB) in FP&A, addressing hurdles such as resource intensity and resistance to change. But more importantly, he outlined the critical success factors for establishing ZBB.  

The Digital European FP&A Circle: Leveraging Artificial Intelligence (AI)/Machine Learning (ML) in FP&A for Strategic Decision-Making
March 14, 2024

Watch the recording of the Digital European FP&A Circle to explore practical insights on how AI is reshaping strategic decision-making in our field. 

The Meaning of Data Storytelling in the FP&A World

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept, Inc.

March 14, 2024

In this article, we will dive into the ‘Why’, the ‘What’, and the ‘How’, culminating in a 7-step process to build and deliver great data-based business stories.

FP&A's Quantum Leap: Charting a Course to Value Creation

By Adam Hancock, Head of Financial Planning & Analysis at EBSCO Industries Inc.

March 12, 2024

In this article, the author emphasises the need for more value creation from FP&A professionals and tries to paint a picture of what could be streamlined.

Five Reasons for Cash Flow Management and Planning

By Amrish Shah, CFO at Metabolic

March 7, 2024

In this blog, we look at some key reasons why good cash flow planning and management is key to a healthy and sustainable future for any business.

From Insight to Impact: FP&A Business Partnering in Action
March 6, 2024

Join the face-to-face London FP&A Board on April 16 to delve deep into the art of FP&A Business Partnering and unlock its potential to drive impactful change.

Elevate Your FP&A Maturity with Rolling Forecasts

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

March 5, 2024

If you are wondering where to start with your finance transformation and not sure whether the focus should be on data, systems or Business Partnering, consider implementing Rolling Forecasts. In this article, the author outlines six practical steps to get started with Rolling Forecast.

FP&A Trends Digest: Issue #108
March 2, 2024

In this newsletter issue, we delve into the realm of Driver-Based Planning, exploring its opportunities, challenges, and strategies for successful implementation.

AI Augmented FP&A Function: Longer-Term Vision​
February 29, 2024

Parth Kulkarni, Director, FP&A at Adobe, outlined six key areas where AI and ML can revolutionise FP&A, elevating it from historical reporting to strategic Business Partnering. He also shared his insights on the impact of AI/ML in FP&A, underscoring its benefits for enhancing efficiency, accuracy, scalability, and real-time capabilities.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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