This digest issue aims to help you to understand financial models and the appropriate tools and ways to build them. I welcome you to investigate the following content: a free Excel template for a connected 3-Statement model; insights on types and designs of the different models; key steps for building dynamic models; and a video presentation on best practices in building Driver-Based financial models.

FP&A agility is the ability to reforecast on demand. But how can we implement it? Watch the recording to get the answer.

FP&A team should guide business leaders towards making informed decisions that ensure optimal performance during these difficult times. In doing so, we must harness the power of scenario-based planning. Below are the critical factors and steps in this process.

Join the face-to-face London FP&A Board on January 26 and discuss new trends in FP&A skills and capabilities.
 

Businesses need to adopt and integrate the right technologies while also ensuring senior finance leaders are directing and evolving the Office of Finance to be an essential function of the enterprise. We can refer to this idea as FP&A Maturity.

Learn from Jim Boswell, VP of Finance at FullSpeed Automotive about the best practices in building Driver-Based Financial models.

Monte Swain, Brigham Young University professor, shares a new model from the Profitability Analytics Centre of Excellence (PACE) that returns to these three core elements of the Dupont framework. Watch how it can help you track cost and revenue drivers effectively and build a successful, informative ROI strategy.

2022 has been the year of high uncertainty and “Black Swans”, perhaps more than ever before. What are the top Financial Planning and Analysis trends to watch in 2023 and beyond? Join the webinar on January 19th to get the answer to this question.

The eighth face-to-face FP&A Board in Boston in October 2022 explored Extended Planning and Analysis (xP&A): why moving to xP&A is crucial, what xP&A is, how to implement it and with what methods.

Traditional planning methods are well known for extracting insights and steering business decisions in short-term and predictable environments. A more dynamic planning model can be achieved by implementing a more integrated approach to connect strategic planning, detailed forecasting, and operational execution.