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Transforming FP&A in a Decentralised Environment

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

October 29, 2018

Recent trends in FP&A have been to focus on data analytics and driver-based planning to provide better information for business leaders to make decisions. An often-overlooked challenge in transforming financial planning and analysis is the FP&A team’s structure and resource alignment. This article examines how we are transforming the people part of FP&A.

Brussels — FP&A Business Partnering
October 26, 2018

In October, we held the fourth Brussels FP&A Board meeting devoted to FP&A Business Partnering. 32 senior finance practitioners joined the event. They represented international companies in different industries, such as

Meeting Overview — FP&A Analytical Transformation
October 26, 2018

For the second time, we had meetings in three US cities — Chicago, San Francisco and Seattle. The discussions were devoted to the subject of FP&A Analytical Transformation.

Zurich FP&A Board — Team Building
October 26, 2018

In October, the International FP&A Board had two successful meetings — one in Geneva and another one in Zurich. Both events were devoted to the interesting subject of FP&A Team Building.

Why All FP&A Roads Go to Data Management

By Irina Steenbeek, Founder of 'Data Crossroads'

October 25, 2018

Even if last six years I have been specialized in Data management,  I still follow (thanks to FP&A club) developments in FP&A area. While reading some publications on FP&A trends I realized the strong connection between FP&A and Data management topics. 

Being a Good Finance Manager is about More Than Money - Part 2

By Robin Kiziak, Finance Manager at Wickes

October 24, 2018

A finance manager is nothing without the team that they work with and that got me thinking about what makes a good finance team and pushes the department forward from being perceived as a ‘bean counters’ and a group of people that are constantly saying no to a real business partner function and being the engine room of any organisation.

The Products of Financial Planning

By Karl Kern, Accountant / Lecturer / Writer

Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

LinkedIn account: https://www.linkedin.com/in/karlhkern/

October 23, 2018

Financial Planning is seen as a service however seeing Financial Planning as such limits its value-added capabilities. Financial Planning creates products that help people maximize wealth. There are two products created from Financial Planning for this task.

FP&A Analytical Transformation – Event Highlights

By Joanna Naymark, Head of R&D Finance at Theravance Biopharma

October 22, 2018

Last month I attended the FP&A Board event in San Francisco focused on the latest advances in financial analytics. The event was well attended and composed of a main presentation punctuated by thoughtful audience discussions, group polls and comparisons to global statistics, a case study presentation, and small group break-away sessions.

Successful FP&A Business Partnering in 4 Steps

By Paul Brand, Head of FP&A at ADP UK

Paul is a Fellow with the Association of Chartered Certified Accountants (FCCA) with over 10 years’ experience working in global, multinational, publicly listed companies. While working for household names across industries including Energy and Human Capital Management, Paul has honed and developed his skill set across the full FP&A range; focusing on best in class delivery of budgeting, forecasting, reporting, controlling, strategy, business partnering and decision support.

Paul has a passion for building strong relationships at all levels around the business and with his team. He combines this with a fierce determination to promote a positive brand for finance that is outside the traditional stereotypes of accountants. His leadership vision is for FP&A to empower the organisation and its employees to achieve their business ambitions, whatever they may be.

LinkedIn Profile: https://www.linkedin.com/in/paul-brand-b519646/

October 18, 2018

It can be one of the greatest intangibles in the FP&A world – how do you succeed as a business partner?

4 Steps to Becoming a More Valued FP&A Professional

By Andrew Codd, Founder and Lead Producer The Strength In The Numbers Show

The author Andrew Codd is the producer of the Strength in the Numbers Podcast which interviews real finance practitioners to break down their hard-won lessons and deconstruct their practical methods that work on the job and which you won't typically find in textbooks or exams so that we create more influential finance professionals worldwide who solve meaningful problems for their organisations and in return have fun, rewarding and successful careers in finance.

Andrew Codd's LinkedIn account: https://www.linkedin.com/in/andrewcodd/

October 17, 2018

Within any organisation you’ll find some groups of people who are the most well-known and highly valued. Given there are many functions, groups, roles & people within our organisations today how can FP&A become, and be seen to be more valued?

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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