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Different Planning Methods for FP&A

By Michael Coveney, Analytics Thought Leader and Author

July 13, 2018

In this article we will look at the different methods an organization can use to set direction. Planning involves many kinds of methods that help managers make decisions.

What Tools Can You Use To Partner With Your Stakeholders?

By Anders Liu-Lindberg, Co-founder and Chief Commercial Officer at the Business Partnering Institute

July 12, 2018

FP&A professionals know their trade very well when it comes to the technical skills used to plan, forecast, and execute the strategy of a company. However, to truly influence the strategic directions they need to be able to influence their stakeholders.

The Rolling Forecast Philosophy: Time to Abandon the Budget?

By Ernie Humphrey, CEO at Treasury Careers

July 11, 2018

Rolling Forecasts are an essential tool for financial planning and analysis (FP&A), with the potential to radically transform the traditional corporate budgeting process. If implemented properly, a rolling forecast expands planning horizons, reduces planning cycles, and helps in executing organizational strategies.

The FP&A Board meeting in Chicago on the 27th September 2018
July 11, 2018

The Chicago FP&A Board will meet on 27 September 2018 for the second time. 

The FP&A Board meeting in Seattle on the 25th September 2018
July 11, 2018

The Seattle FP&A Board will meet on 25 September 2018 for the second time. 

San Francisco FP&A Board meeting on the 20th September 2018
July 10, 2018

The San Francisco FP&A Board will meet on 20 September 2018 for the second time. The professional debate will be devoted to the subject of FP&A Analytical Transformation. You can read about the first San Francisco meeting here.

Kuala Lumpur Board: FP&A Business Partnering
July 10, 2018

The third meeting of the Kuala Lumpur FP&A Board took place on Tuesday, 28th November 2017.  The interactive discussion was devoted to the popular subject of FP&A Business Partnering.

Kuala Lumpur Board: Latest Trends in FP&A
July 10, 2018

The launch of the Kuala Lumpur FP&A Board took place on Thursday, 1st December 2016 at Capri by Fraser (central KL).  The interactive discussion was devoted to latest global trends in modern Financial Planning and Analysis (FP&A). 

The Meeting Agenda

Singapore Board: Driver-Based Planning
July 10, 2018

The third meeting of the Singapore FP&A Board meeting took place on Thursday, 30th November 2017. The Board interactively discussed Why Driver-Based Planning Matters for Modern FP&A.

A New Approach to Business Forecasting

By Steve Morlidge, Business Forecasting thought leader

July 10, 2018

Many millions of people are stuck with the habit of smoking. They know its bad for them and it will eventually kill them, yet they continue.

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Future Meetings

  • Digital
  • In person
New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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