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Corporate Finance Budgeting: Bridging Past and Future

By Rob Trippe, MBA, Financial Modelling Veteran

May 14, 2017

Many sophisticated business environments use budgets as a bridge between actual and forecast. Within the corporate finance domain, budgets are used to allocate resources and provide a starting point for current and future period estimates.

SR 11-7 and Corporate Finance Modelling: Managing Risk and Promoting Success

By Rob Trippe, MBA, Financial Modelling Veteran

May 11, 2017

Through the financial crisis, the advent of drill down database capabilities and with direction from the Federal government, financial modeling is evolving into both a defined art and science.

FP&A Value Cycle – Data Leadership Strategy

By James Myers, Global Finance Executive and FInance Transformation Consultant

May 11, 2017

The Value Cycle is our approach at redefining FP&A’s role in the organization. To take a leadership position influencing the direction and outcome.  It is our role to help facilitate this process by taking the insight that we have generated and converting this into more long-term strategic thinking.

Ten FP&A Productivity Hacks

By James Myers, Global Finance Executive and FInance Transformation Consultant

May 9, 2017

In this article, you will find 10 productivity hacks.

The 2nd Singapore FP&A Board on the 11th July 2017
May 8, 2017

The next meeting of Singapore FP&A Board is proudly sponsored by:

Keeping Calm during Budget Season. Top 5 Tips to Survive!

By Chris Ortega, CEO at Fresh FP&A

May 3, 2017

As a former public accounting auditor, I have been through my fair share of busy seasons which usually ran from September to April. For me, this was a character-building and learning opportunity that I am privileged and thankful that I got to experience in my career. However, like most, I realized this was not what I wanted to do long term.

About Us
May 2, 2017

FP&A Trends Group is a high-profile think tank whose mission is to identify and share the latest trends and best practices in modern Financial Planning and Analysis (FP&A). UK-based but highly international in nature, we are a one-stop shop for all things FP&A.

Sydney FP&A Board, 26 June 2025
April 25, 2017

Sydney FP&A Board Registration Form - 26 June 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:

How Controlling Departments Will Evolve in the Digital Age. SBB Cargo Case Study

By Stefan Spiegel, CFO SBB Cargo AG

April 24, 2017

Today's controller is confronted with two developments: on one hand, increasing usage of mobile applications for all employees, steady growth of IT-supported operational resource planning systems and the hype towards Big Data result in an increasing volume of direct business information. On the other hand, more and more detailed accounting standards and higher requirements for compliance and governance enforce heavier control activities.

Stockholm FP&A Board Feedback, 18 Sep 2025
April 24, 2017

Stockholm FP&A Board Feedback Form - 18 September 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:

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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

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

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

October 21, 2025

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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