Research for this paper focused on delving deeper into the most mature level – Level 5, Leading State. The purpose was to provide a road map for FP&A Intelligent Transformation that guides departments in how best they can serve their organisations.

Emotional Intelligence is another essential skill set to add to the list for effective FP&A Leadership. Emotions drive the human race, and while the world of FP&A is home to many analytical number crunchers, emotion is the fundamental factor influencing decision-making.

Watch this latest video from Pedro Ferreira, Global Business Intelligence Lead at Novartis, to find out what you need to make Continuous Planning effective for your business.

In November 2022, the International FP&A Board restarted its face-to-face post-pandemic meeting in Dubai.

The strong leaders in the FP&A field gathered to discuss key lessons learned from the pandemic and how the future is evolving for the FP&A function. 

In November 2022, the 12th FP&A Board in Zurich continued our global debate on xP&A.

The 2nd semi-annual FP&A board meeting in New York happened on October 4th, 2022. This time, the topic of the discussion was “Moving from FP&A to Extended Planning and Analysis (xP&A)”.

Today, many companies are intrigued about what ML can do for their company and are waiting to know what it could mean for their finance function. Based on conversations held with many experts in the financial planning process, in this article Gizelda describes the top 5 desired outcomes that are cited as being necessary for ML to be perceived as adding value:

Watch the new video by Gary Cokins, Analytics Thought Leader and Author, to learn the eight forces of Data-Driven FP&A.

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.

FP&A agility is the ability to reforecast on demand. But how can we implement it? Watch the recording to get the answer.