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Discover the Winning Formula for FP&A Storytelling

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

July 6, 2023

This article summarises the most interesting insights from a webinar exploring the winning formula for FP&A storytelling on April 4, 2023.

The Digital Middle Eastern FP&A Circle: Digital FP&A: Deploying AI/ML for Planning, Budgeting & Forecasting
July 5, 2023

Without a doubt, artificial intelligence can improve the speed and quality of our work. To what extent is it valid for Financial Planning, Budgeting and Forecasting? This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "Deploying AI/ML for Planning, Budgeting & Forecasting" webinar, as well as the results of our polling questions.

The Digital Middle Eastern FP&A Circle: Maximising Value Creation with FP&A Business Partnering
July 5, 2023

How do we move the dial from non-value add to creating value, and how can FP&A Business Partners help in driving the Value Creation agenda? The Digital Middle East & Africa FP&A Circle met in June 2022 to explore this subject in detail.

The Digital Middle Eastern FP&A Board: The Winning Formula of Integrated FP&A
July 5, 2023

This article provides an overview of the topics and cases presented and discussed by the experts at the webinar "The Winning Formula of Integrated FP&A" and the results of our polling questions.

Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

July 4, 2023

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

The Digital Middle Eastern FP&A Board: A New Age of Zero-Based Budgeting
July 2, 2023

The Digital Middle Eastern FP&A Board, on the 15th of November, 2021, discussed how to implement ZBB successfully.

Best Practices in Implementing Rolling Forecast
July 2, 2023

The main criticism of the traditional budget is that it does not react to what is actually happening in the business during the year. But a Rolling Forecast solves that problem, helping companies to continuously plan (forecast) over a set time horizon.

FP&A Trends Digest: Issue #91
July 1, 2023

I am thrilled to offer you the opportunity to use this game-changing model through the interactive assessment tool available on our website. With just a few clicks, you can learn where you are on the maturity ladder.

Moving from FP&A to Extended Planning and Analysis (xP&A)
June 30, 2023

Join the face-to-face Munich FP&A Board on November 14 and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The FP&A Trends Webinar: Unleashing the Power of FP&A Change Management for Analytical Transformation
June 29, 2023

What are the key steps for FP&A Change Management success? Check out the recording of this webinar to get the answer.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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