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Express Course of FP&A Data Storytelling

By Olga Rudakova, Finance Professional and Data Skills Trainer

November 25, 2021

Data Storytelling is a discipline at the intersection of data analytics, psychology, and design. It allows you to convey data insights in the form of a compelling visual story. This short article explains why we need data storytelling, how to do it, and what we can expect at the end.

The FP&A Trends Webinar: Inside the Crystal Ball - Top Trends Shaping FP&A in 2022 and Beyond
November 24, 2021

The FP&A Trends webinar will take place on 20 January 2022 to explore Top Trends Shaping FP&A in 2022 and Beyond.

How to use AI to forecast Account Receivables

By Ashok Manthena, Founder of ChatFin

November 22, 2021

This blog explains how FP&A can utilise Artificial Intelligence (AI) to make a data-driven forecast of Account Receivables by examining historical invoices and payment data.

FP&A Trends Digest: Issue #51
November 20, 2021

In this issue, we have collected content that explores Rolling Forecasting, its potential and practicalities. You will find two articles that break down the benefits of adopting Rolling Forecasting, along with one that explains how to mitigate potential challenges. We also included a short video with an insightful case study of Rolling Forecast delivered by the SBB Cargo CFO.

The Soft Skills of FP&A: Why Communication Matters for Finance Professionals

By Ryan Sullivan, Principal at Collectiv

November 19, 2021

For FP&A, effective communication centres on 'storytelling' — the art of conveying numerical analysis as a cohesive narrative instead of a set of disjointed figures. It is hard to overstate the importance of storytelling. How FP&A professional presents their data determines how they are viewed

The Digital Benelux FP&A Board: How to Build Winning Financial Planning and Analysis (FP&A) Teams
November 19, 2021

These uncertain times demand increasingly agile and analytical Financial Planning & Analysis. How do we build FP&A teams that succeed in the world of ‘unknown of unknowns’?

Rolling Forecast: An Instrument to Optimize Decision-Taking
November 19, 2021

The CFO at Swiss Railway Freight Logistics (SBB Cargo AG) shares how his own company successfully implemented this agile alternative to traditional budgeting

The Digital North American FP&A Board Recording: Integrated FP&A - How to Achieve Agile and Continuous Planning
November 18, 2021

Organizational agility often faces a considerable barrier: unaligned top-down and bottom-up planning processes. Why does this gap exist? How can we bridge it, and what role does technology play?

The Digital Middle Eastern FP&A Board: A New Age of Zero-Based Budgeting
November 16, 2021

As organisations confront a more dynamic world, the traditional budgeting process is increasingly criticised as obsolete. But what if your business is still not ready to abandon traditional budgeting completely?

Corporate Performance Management in the Age of Agility

By Bernard Drui, Managing Director at Protiviti

November 16, 2021

Corporate Performance Management (CPM) has long consisted in breaking the company’s strategy down into operational objectives and indicators, measuring the achievement of these objectives against operational entities' budget or forecast and take action on that basis. This approach was effective in a stable business environment, with slow and controlled changes.

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Future Meetings

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 Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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