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A Sure Shot Strategy to Fail at Finance Transformation

By Suneet Pal Singh, Director of FP&A at SE Health

March 19, 2024

This article aims to share some insights on why digital transformation in finance has failed in other companies and which important lessons we can learn from those experiences.

FP&A Trends Digest: Issue #109
March 16, 2024

 In this edition of our newsletter, you'll find articles and a short video that explores the advantages and strategies for Profitability Analysis.

Navigating FP&A Transformation with the FP&A Trends Maturity Model: Insights from Toronto FP&A Board

By Polina Tarasova, Financial Systems, Data and Analytics Manager at Lightbox

March 15, 2024

On March 7th, 2024, the 8th in-person gathering of senior finance professionals took place in Toronto. We explored creating a transformation roadmap with the FP&A Trends Maturity Model.

How to Create a Roadmap for Transformation with the FP&A Trends Maturity Model: Insights from New York FP&A Board

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

March 15, 2024

On March 5th, 2024, FP&A leaders convened in Michael’s Page office in New York to discuss and learn more about the FP&A Trends Maturity Model.

Zero-Based Budgeting: Critical Success Factors​
March 14, 2024

Enrique Rodriguez, Finance Director - Headquarters & Procurement at Walgreens Boots Alliance, shared his experience implementing Zero-Based Budgeting (ZBB) in FP&A, addressing hurdles such as resource intensity and resistance to change. But more importantly, he outlined the critical success factors for establishing ZBB.  

The Digital European FP&A Circle: Leveraging Artificial Intelligence (AI)/Machine Learning (ML) in FP&A for Strategic Decision-Making
March 14, 2024

Watch the recording of the Digital European FP&A Circle to explore practical insights on how AI is reshaping strategic decision-making in our field. 

The Meaning of Data Storytelling in the FP&A World

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept, Inc.

March 14, 2024

In this article, we will dive into the ‘Why’, the ‘What’, and the ‘How’, culminating in a 7-step process to build and deliver great data-based business stories.

FP&A's Quantum Leap: Charting a Course to Value Creation

By Adam Hancock, Head of Financial Planning & Analysis at EBSCO Industries Inc.

March 12, 2024

In this article, the author emphasises the need for more value creation from FP&A professionals and tries to paint a picture of what could be streamlined.

Five Reasons for Cash Flow Management and Planning

By Amrish Shah, CFO at Metabolic

March 7, 2024

In this blog, we look at some key reasons why good cash flow planning and management is key to a healthy and sustainable future for any business.

From Insight to Impact: FP&A Business Partnering in Action
March 6, 2024

Join the face-to-face London FP&A Board on April 16 to delve deep into the art of FP&A Business Partnering and unlock its potential to drive impactful change.

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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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