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10 Principles for Driving Long-Term Value in FP&A Transformation

By Jawwad Rasheed, EY UK FP&A Lead for Financial Services

December 10, 2020

This article explores how financial services businesses can guide investments in Financial Planning and Analysis (FP&A) design. It also provides recommendations on how to do so wisely and thoughtfully, and not rush through projects, which may necessitate re-investment later and consume valuable resources at a critical time.

The Global FP&A Trends Webinar: The Art and Science of FP&A Storytelling
December 10, 2020

The Global FP&A Trends Webinar was held on October 13 to discuss the Art and Science of FP&A Storytelling.

Swiss FP&A Board: From Traditional to Better and Beyond Budgeting
December 10, 2020

It is commonly agreed that the traditional budgeting process is time-consuming and costly. It rarely focuses on strategy and adds little value. Although traditional budgets have evolved over the years, they can hardly meet the challenges of the modern economic and business environment.

Hiring in FP&A: How to Get the Best People on Board

By Matt Armstrong, Founder & CEO at Prevoira

December 9, 2020

Throughout my career, I have interviewed hundreds of candidates for dozens of roles, most of which were in FP&A. After evaluating the performance of these professionals personally, I was able to assess the qualities that either led them to their success or not, and it boiled down to three relatively straightforward criteria.

FP&A Team Building: Insights from the Pan Australian FP&A Board
December 8, 2020

How to build FP&A Teams from scratch? How modern technology can enhance team collaboration? What are the latest trends and developments in FP&A employment?

The Digital Swiss FP&A Board: The Power of FP&A Scenario Planning
December 8, 2020

The Digital Swiss FP&A Board will be held online on 4 February from 5:00 PM to 6:30 PM CET to discuss the Power of FP&A Scenario Planning with our international panel of experts.

The Digital Pan Australian FP&A Board: FP&A Team Building in New Normal

By Hans Gobin, International FP&A Board Ambassador

December 8, 2020

The meeting subject was “Building Winning FP&A Teams in the New Normal”, delivered by a truly international board panel of 5 members based in Australia, Malaysia, Singapore, and the UK. Below is a summary of what was discussed on the day including a summary of the polling questions and answers.

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.

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Future Meetings

  • Digital
  • In person
London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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