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Improving Financial Reporting through Financial Analysis

By Karl Kern, Founder/President, Kern Analytics LLC

February 23, 2018

How can an FP&A practitioner assess the effectiveness of financial reporting processes?  This article describes five tips that could be used in order to establish a starting point in the process.

Four Steps Towards Analytic Maturity

By Michael Coveney, Analytics Thought Leader and Author

February 22, 2018

There is no point on aimlessly analysing data in the hope that something will jump out at you.  It won’t and all that you will do is waste vast quantities of time and effort.  Like any search, there must be an objective and a plan to reach that objective.  This is where a mature approach to analytics comes in. The author reveals a mature approach to data analysis that includes 4 stages.

The Stockholm FP&A Board Meeting on the 26th April 2018
February 22, 2018

The fifth meeting of the Stockholm FP&A Board will take place on Thursday, 26th April 2018. 

FP&A Strategy Execution Readiness

By Niels Van Hove, Supply Chain consultant, Mental Toughness coach and S&OP/IBP expert at Truebridges

February 22, 2018

The statistics reveal that 60%-90% of strategy implementations fail and only 14% of executives are satisfied with the execution of a strategy. This article introduces a framework to assess your company’s strategy execution readiness, in order to align leaders around how to bridge your strategy to execution gaps. It also provides a free strategy execution checklist to assess your readiness.

Data-Driven FP&A: the Tip of the Iceberg

By Irina Steenbeek, Founder of 'Data Crossroads'

February 19, 2018

As an FP&A professional, you deal with data. Your data travels a long way from its source through applications to your reporting system.The data you deal with is the tip of the iceberg. The major part of data processing is the part that is hidden beneath the water. This article describes the four key actions that can help FP&A to become data-driven.

Chicago FP&A Board Registration, 13 Mar 2025
February 16, 2018

Chicago FP&A Board Registration Form - 13 March 2025

  • Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meeting
  • It is exclusive to practitioners at CFO, FD, and Head of Finance levels

Please fill in the registration form below:

The Launch of FP&A Board in Chicago on the 12th April 2018
February 16, 2018

The International FP&A Board will open its 18th global chapter in Chicago on 12 April 2018. The first professional debate will be devoted to the global trends in modern Financial Planning and Analytics (FP&A). 

The Board was established in London, UK in 2013 and now successfully operates in 11 countries of Europe, the Middle East, Asia, Australia and the USA. This is a leading professional think-tank that gathers expertise of many senior finance practitioners. Its mission is to identify and support new global trends, skill sets and thought leadership in modern corporate financial planning and analysis (FP&A).

Chicago Board
February 16, 2018

The Chicago FP&A Board was established on the 12th of April 2018 as an educational and networking platform for the local FP&A community.

Since then, 125 members, representing leading global and local companies such as Genpact, Walgreens, Royal Canin, HUB International, FIS, NielsenIQ, Morningstar, Storck, Visa, Microsoft, Mars, and many others joined this think-tank. Together, we explore the best way to address the challenges in the FP&A community in the 21st century. During the meetings, we guide the development and promotion of best practices in global FP&A, identify and support new trends, skillsets and innovations.

The speakers from Arthur J.Gallagher & Co., Cars.com, Beam Suntory, and others presented their insights and case studies.
 

Applied Corporate Financial Modeling

By Rob Trippe, MBA, Financial Modelling Veteran

Rob Trippe is a financial modelling veteran. With over fifteen years’ experience, Rob has developed corporate finance models for valuation, M&A, forecasting and performance monitoring. He is widely respected for his deep understanding of corporate finance theory, lectures at university and has worked with some of the world’s largest and most respected firms including the investment bank Houlihan Lokey, Hertz and GE Capital. He also was the managing director and operator of a coveted professional sports franchise at a young age. Rob was accredited in valuation in 2008 and holds an MBA, Finance from Boston College.

Publishing Accomplishments

  • Rob’s research while at the investment bank Houlihan Lokey Howard & Zukin was published in the Wall Street Journal and USA Today.
  • Rob’s cash flow model (his design) while at the Hertz Corp. was published in SEC and quarterly press release filings.
  • Rob has contributed to FP&A-Trends on numerous occasions.
  • Authored a state university finance exam.
  • Currently working on a commissioned case study for a major academic publishing house.
February 16, 2018

During the recent years, the level of detail and precision which financial modeling in the business world has pursued has been elevated. Learning Excel, a widely used and accepted computer application is one essential skill required of a strong financial modeler. But these days, the business world requires more. This article addresses those needs.

Corporate FP&A Done Right

By Carl Seidman, Principal at Seidman Financial

February 15, 2018

When companies put greater weight on what the numbers mean, they often rely more heavily on financial reporting and perceive FP&A as a ‘nice to have’. But it’s quite the contrary.  FP&A should be used to assist company leadership in problem-solving, risk management, and growth planning. But what is Corporate FP&A Done Right?

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

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

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

September 16, 2025

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