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FP&A and Performance Management

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

December 8, 2020

New technologies are reducing back-office workload, giving FP&A the opportunity to be more involved in running the business. Degree of this involvement depends on the capacity of FP&A team and the organisational culture. 

The Digital Benelux FP&A Board: The Art and Science of Digitised FP&A Business Partnering
December 7, 2020

The Digital Benelux FP&A Board will be held online on 27 January 2021 from 4:30 PM to 6:00 PM CET to discuss Digitising FP&A Business Partnering.

FP&A Trends Digest: Issue #27
December 5, 2020

In this digest, we will look not only at how FP&A can deliver value to the business but also how FP&A can make sure that business leaders are interested in their perspective. You will also find a case study on how cross-functional projects can enrich your teams.

The Digital UK & Ireland FP&A Board: Moving from Traditional Management Accounting to Extended Planning and Analysis (xP&A)
December 4, 2020

The Digital UK & Ireland FP&A Board will be held online on 21 January 2021 from 4:30 PM to 6:00 PM GMT. Join our experienced and international panel of experts to explore how to move from Traditional Management Accounting to Extended Planning and Analysis (xP&A).

From Data to Real Insight as the Analytics Business Partner

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

December 3, 2020

Many Finance professionals have an incorrect perception of the word “insight”, but here is a simple way to validate if you provide insight or “just” data. Ask yourself, what decision a business can make based on the data you have provided? Insight is something valuable and not yet known by the business, but when known, the business uses it to make decisions that are data-driven.

FP&A Trends Webinar: How xP&A Should be the Baseline
December 3, 2020

How to make sure your top-down and bottom-up planning processes are harmonized beyond the finance function? Extended planning and analysis (xP&A) can be a solution.

The Digital North American FP&A Board: Inside the Crystal Ball: Top 10 Trends Shaping FP&A in 2021 and Beyond
December 2, 2020

The Digital North American FP&A Board will be held online on 26 January 2021 from 11:00 AM to 12:30 PM PST to discuss Top 10 Trends Shaping FP&A in 2021 and Beyond.

Artificial Intelligence and You in Decision Making

By Simone da Silva Collins, Senior Financial Analyst at Sony

December 2, 2020

Computer simulations allow us to play out various scenarios repeatedly and assess the outcomes. It is also true for computer simulations that are used in finance. Through scenario analysis, we can gain some comfort and assurance that the decision taken is the right one given the circumstances. However, there are a few considerations with the use of artificial intelligence (AI). 

Why FP&A Ignores Risk & Control at Its Peril

By Amrish Shah, CFO at Metabolic

December 1, 2020

An Enterprise Risk Management (ERM) framework takes into account both risk management as well as internal controls. This article explores why a good understanding of Risk & Control is important for Business Finance / FP&A.

Quantitative Modelling and Simulation for Strategic Financial Planning

By Jack Xu, Founder of "Modtris Financial Modelling and Simulation"

November 26, 2020

Strategic planning is mostly done with qualitative analysis. In this article, we will explore the use of quantitative tools, how to narrow down the number of variables to focus on and what tools can help with managing multiple scenarios.  

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Event Calendar

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How AI could reduce the budget preparation process to less than a week? Perspective of a CFO
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

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

October 9, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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