In this article, the author outlines how to effectively bridge the gap between finance and marketing teams reporting and shares some learnings from his experience. He exemplifies his lessons with a planning system that helped them achieve a balanced closed-loop approach to finance and marketing planning.

In this article, the author compares FP&A activities with an iceberg, likening evident and essential to the company's direction actions to the tip of the iceberg. However, these components only represent a small part of our job and depend heavily on the other, less visible parts.

In this issue,  we’ve curated the content that not only unpacks the nuances of FP&A Storytelling but also empower you to transform insights into effective decision-making.

Stefan Spiegel, CFO at ETH Zurich, shared a compelling case study on integrating AI into finance. He showcased two transformative applications: using large language models (LLMs) to streamline internal processes and graph databases to analyse complex relationships.

In this article, the author explores how FP&A professionals can champion Change Management to break down the silos by relating our strengths to a well-known eight-stage change framework by John P. Kotter.

Alex Erasso, Former Senior Director, Finance at VMware, shared an insightful presentation titled "Human & AI Interaction – How FP&A Practice Might Change".

In this article, Tanbir Jasimuddin reflects upon a recent London FP&A Board meeting where Agile FP&A was discussed and combines it with his thoughts on an agile organisation.

AI has the potential to transform FP&A, yet only 6% of organizations—primarily large enterprises—have successfully adopted AI/ML in finance, according to the 2024 FP&A Trends Survey. The key to overcoming this gap is effective change management. Join the Digital North American FP&A Circle on January 22nd to discover why large enterprises face unique challenges in AI adoption, the critical role of change management and practical strategies for successful AI integration in FP&A.

This article explores the strategies, tools, and mindsets that empower FP&A professionals to not just survive but thrive in this challenging landscape as per the FP&A Trends webinar, “Inside the Crystal Ball: Top Trends Shaping FP&A in 2025 and Beyond”.

This article outlines five actionable steps for balancing growth and cash flow. The author illustrates his article on cash flow management with examples from Apple, Tesla, WeWork, and Netflix.