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Fostering Innovation in Your Finance Team

By Christopher Thomas, Founder of the "Blue Oak Consulting"

November 21, 2023

This article discusses several practical strategies and tips to cultivate innovation among your finance professionals. 

FP&A Trends Digest: Issue #101
November 18, 2023

In this edition of our newsletter, we have curated insights from seasoned practitioners focusing on the topic of FP&A Transformation.

xP&A in Action: Demystifying Integrated Marketing Planning

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

November 16, 2023

The author of this article overviews integrated marketing planning and outlines its benefits for organisations. He also suggests a few practical steps to implement this approach in your business.

The Essentials of a Compelling FP&A Story: Insights from Zurich FP&A Board
November 16, 2023

The series of FP&A Board discussions dedicated to FP&A Storytelling finally reached Zurich on the 9th of November, 2023. In this article, we briefly recollect how the forum in Zurich went and outline its key takeaways.

The FP&A Trends Webinar: Real-Time and Continuous Planning: What Does It Involve
November 15, 2023

Curious about the fundamental principles behind Real-Time and Continuous Planning, and interested in implementing this cutting-edge system within your organization? 

Check out the recording of the webinar where senior finance professionals from Al Ahram Beverages, Ultimate Medical Academy and Workday shared their practical insights.

Driving Empowerment with the New Approach to Sales Planning

By Kevin Phillips, CEO at IDU

November 14, 2023

This article considers the spectrum of approaches to sales planning, ranging from automated and arithmetic to granular and hands-on. The article ends with a methodology that could give you the best of both worlds in a modern business environment.

Activity Forecasting: Key Challenges
November 9, 2023

Nick Arzenton, Head of Finance GDO-IBO at Orange Business, shares how one of Orange Business's branches leveraged historical data and revenue streams for identifying and predicting new core activities. Nick also provides insights from his experience, underscoring the importance of a mindset change and changing processes, which resulted in a faster-to-produce and less costly forecast.

From Cost-Centric to Holistic: Mastering Zero-Based FP&A

By Olga Rudakova, Finance Professional and Data Skills Trainer, the International FP&A Board Ambassador

November 9, 2023

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "A New Age of Zero-Based Budgeting" webinar held on the 10th of October, 2023, as well as the results of our polling questions.

Transforming Data Presentation to Compete with Artificial Intelligence

By Matt Poleski, Northeast Region CFO at Gallagher

November 7, 2023

In this article, the author exemplifies why Artificial Intelligence is insufficient for analysing the data and providing insights. He illustrates it by giving an example of Simpson's Paradox, which AI could not handle without human input.

FP&A Trends Digest: Issue #100
November 4, 2023

FP&A Trends website is one of the leading educational resources for FP&A today, featuring thousands of articles from over 200 authors, video content, and more. Additionally, we produced 24 comprehensive research papers, discovering trends and offering practical insights.

In this issue, we share with you the most recent research papers. Enjoy reading!

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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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