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The Latest Trends and Developments in Financial Planning & Analysis: 2023 Global Survey Results
May 23, 2023

We are pleased to announce the release of the 2023 FP&A Trends Survey, and we invite you to join our upcoming webinar, where we will present the key findings from this global survey.

Finance Automation to Manifest The Mission
May 23, 2023

In this short video, Brady Ellis, VP, Head of Finance at Branch Insurance, demonstrated how automation of routine tasks empowered a small finance team to comprehensively understand and analyse their business, reduce costs and provide affordable insurance to customers. Watch this video to learn more about Branch Insurance's path to automation.

FP&A Leadership in the Age of AI

By Christian Martinez, Finance Transformation Senior Manager at Kraft Heinz

May 23, 2023

The role of Financial Planning and Analysis (FP&A) leaders has evolved, and they must adapt to lead their teams effectively in the age of AI. The author of the article outlines what FP&A professionals should do to drive organisational success with the help of Artificial Intelligence.

FP&A Trends Digest: Issue #88
May 20, 2023

In this issue of our newsletter, we shed light on the transformative potential of Scenario Planning in Financial Planning & Analysis. Included below is a selection of articles and short videos that explore the advantages and strategies of FP&A Scenario Planning, along with a valuable eBook resource that delves into the profound impact of this technique.

Amsterdam FP&A Board: The Power of Transitioning to xP&A

By Hidde Van Melle, Experienced FP&A Professional

May 19, 2023

The Amsterdam FP&A Board met on Tuesday, 9 May 2023. Senior FP&A practitioners from diverse sectors attended it to discuss Moving from FP&A to Extended Planning and Analysis (xP&A). This article covers the key takeaways from this meeting.

Deploying AI/ML for Planning, Budgeting and Forecasting: How Artificial Intelligence Can Streamline Our Operations

By Jahnvi Patel, Senior Financial Analyst, Global FP&A at McCain Foods

May 19, 2023

This article summarises the key takeaways from the FP&A Trends Webinar on deploying AI/ML in financial planning, budgeting, and forecasting hosted on the 10th of May, 2023.

Making Driver-Based Planning Work for Your Company – the Missing Link

By Douglas Yeung, Director of Business Operations at 8x8

May 18, 2023

In this article, the author explains the challenge of translating the impact of business activities or initiatives devised after the planning cycle. This article provides a comprehensive view of mitigating it in the post-planning part of the cycle with the FP&A team’s involvement and applying Driver-Based Planning.

Microsoft Central Forecast Case Study
May 18, 2023

In this video, Charles Peter, Finance Director Global sales, marketing and operations at Microsoft, shares his experience of planning and forecasting optimisation and outlines Microsoft's journey to simplification.

Moving from FP&A to Extended Planning and Analysis (xP&A)
May 18, 2023

Join the face-to-face Stockholm FP&A Board on September 19 and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The Long Journey from FP&A to Extended Planning and Analysis (xP&A)

By Sphiwe Blose, Experienced Senior Finance Director

May 18, 2023

The 9th in-person Brussels FP&A Board met on the 11th of May 2023 at the beautiful Spaces Manhattan Center in Brussels to discuss the evolution from Financial Planning and Analysis (FP&A) to Extended Planning and Analysis (xP&A).

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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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