Tools and processes used by finance and FP&A (commercial management, billing, accounting, operational statistics, competitive intelligence, planning, budget, forecast, variance analysis, reporting) needs to be customized in order to achieve both efficiency and relevance. There is nothing like on the shelf tools.

Traditional budgeting has for a long time been criticized for encouraging counterproductive behaviour, hindering growth and wasting time on useless exercises. In recent years, the Beyond Budgeting methodology has gained ground as an alternative.

There is hardly any book on human relationships and influence that is as revered as Dale Carnegie’s ‘How to Win Friends and Influence People’. A great many leaders across the world have sworn by and largely benefited from this masterpiece.  

Making assessments is one part of an FP&A practitioner’s work. The purpose of assessments is to stimulate learning about the relationship between processes and outcomes. How can an FP&A practitioner give meaning to assessments? 

San Francisco FP&A Board Feedback Form - 16 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:

The 21st London FP&A Board will take place on the 20th of November 2018 to debate on the subject of Building FP&A of the Future.

There is no lack of discussion about the skill sets that FP&A professionals need throughout their careers to be successful; even a cursory search on the Internet would provide a wealth of resources.  Broadly speaking, those articles focus on four areas of skills:

One of the biggest transformations in the finance departments recently, has been the shift for an Accountant to move from a compliance and governance based individual, to an insight driven value added business partner. In the past, accountants could get by doing monthly reporting, statutory accounts and tax returns and justify their role within an organisation.

FP&A teams have been growing in popularity because they have always known about one big thing that drove and accelerated value better than anything else, which other functions and teams sometimes forget. This is why organisations then, and even those today, need a FP&A team. So what is this one big thing? 

We held our third FP&A Board meeting in Frankfurt at the historic Frankfurt Skyper Villa. This time, the interactive discussion was about Best Practices in Rolling Forecast.