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FP&A Trends Digest: Issue #67
July 9, 2022

This issue contains our recent white paper on FP&A Storytelling; a guide to fixing common Data Visualisation errors; an article about the increasing importance of storytelling to the finance role; a breakdown of the practical steps involved in good storytelling; and a video explaining how to optimise FP&A Dashboards.

Moving from FP&A to Extended Planning and Analysis (xP&A)
July 7, 2022

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

Moving from FP&A to Extended Planning and Analysis (xP&A)
July 7, 2022

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 Zurich FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The Future of Business Modelling

By Samuel Owens, FP&A Manager at Vericast

July 7, 2022

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 Board Feedback, 23 Oct 2025
July 6, 2022
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.

Please answer the questions below:

Austin FP&A Board, 23 Oct 2025
July 6, 2022
Austin FP&A Board Registration Form - 23 October 2025Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meetingIt is exclusive to practitioners at the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

Moving from FP&A to Extended Planning and Analysis (xP&A)
July 5, 2022

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). 

How FP&A Evolved and Optimized Through the Pandemic

By Nassim Gharib, Chief Financial Officer at City+Ventures

July 5, 2022

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.

Moving from FP&A to Extended Planning and Analysis (xP&A)
July 4, 2022

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). 

Making the Case for Tax Neutrality

By Michael J. Huthwaite, Director of Product Management at Walmart

June 30, 2022

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.  

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Future Meetings

  • Digital
  • In person
The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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