Rolling Forecast is an essential tool for financial planning and analysis (FP&A), with a potential to radically transform corporates’ traditional budgeting process. If implementing properly, the Rolling Forecast expands planning horizons, reduces planning cycles, and helps in executing organisational strategies. Companies will realise the Rolling Forecast's full potential only when they are ready to change. If it is not implemented with thought, it can become another non-value adding process, an expensive time-waster without benefit to the organisation.

For quite some time CFOs and the finance community have been talking about transforming the finance function, becoming better business partners and focusing on the value-add, strategic activities. At the core of that transformation is FP&A, as activities like business planning, business unit strategy, investment allocation, and predictive analytics become important to fulfill finance’s new, expanded position within the company. But to do that, FP&A itself must transform and change from its traditional flux analysis and flash reports to a much more modern and cutting edge department within the company. When starting to embark on your own FP&A Transformation journey, there are a couple of principles you need to keep in mind.

On 26 April 2017 the FP&A Board gathered in Stockholm for the third time to interactively discuss one of the biggest challenges of moving Financial Planning and Analysis to the next level and undergoing the transformation that is long overdue. FP&A Analytical Transformation became the main focus of 20 senior finance practitioners’ attention from such companies as Baxter, CGI, Danone, Electrolux, Hitachi Data Systems, MSD, Tele2, Philips, etc.

Boston FP&A Board Feedback Form - 7 October 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

Please answer the questions below:

Boston FP&A Board Registration Form - 7 October 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 the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

Geneva FP&A Board Feedback Form - 6 February 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

Please answer the questions below:

What are the latest FP&A  trends in Australia?  Recently, Larysa Melnychuk, the founder and MD of The International FP&A Board has opened new chapters in Perth, Melbourne and Sydney.

This article gives insights on the latest FP&A trends and challenges:  how they evolve globally and how they are perceived locally, on Australian continent.