For the modern FP&A professional, Excel is an invaluable and versatile tool, but to provide best-in-class business partnering support, FP&A professionals must find ways to evolve Excel-based tools into more integrated solutions.

Austin FP&A Board Feedback Form - 23 October 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

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Austin FP&A Board Registration Form - 23 October 2025

• Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meeting
• It is exclusive to practitioners at the CFO, FD, and Head of Finance levels

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xP&A is more than moving the planning process outside of Finance. It completely transforms the organisation's process, people and technology. The face-to-face London FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

FP&A as a profession changed dramatically during the Covid-19 pandemic. The Chicago FP&A Board met in person to discuss how FP&A practice evolved and optimised based on the opportunities and challenges the pandemic created.

xP&A is more than moving the planning process outside of Finance. It completely transforms the organisation's process, people and technology. Join the face-to-face Geneva FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The tax system, whether it be corporate or personal, is often a complex system that is based on rules-based accounting, which often has little to do with the actual health and well-being of the taxable entity.  

Forecasting with ML and deep learning allows you to justify budget allocations based on company performance, understand reasons for growth or decline, and plan for future growth. But how do we make sure we achieve these outcomes?

Is planning a routine annual exercise or a flexible and dynamic FP&A process that drives value and supports decision-making under uncertainty? How to achieve the latter?

The theme for this digest is FP&A Transformation – the adoption of an automated, fact-based approach to planning that facilitates faster, more agile decision-making. FP&A Transformation is about more than just the application of technology, though; it redefines processes and collaboration across many functions.