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Different Planning Methods for FP&A

By Michael Coveney, Analytics Thought Leader and Author

July 13, 2018

In this article we will look at the different methods an organization can use to set direction. Planning involves many kinds of methods that help managers make decisions.

What Tools Can You Use To Partner With Your Stakeholders?

By Anders Liu-Lindberg, Co-founder and Chief Commercial Officer at the Business Partnering Institute

July 12, 2018

FP&A professionals know their trade very well when it comes to the technical skills used to plan, forecast, and execute the strategy of a company. However, to truly influence the strategic directions they need to be able to influence their stakeholders.

The Rolling Forecast Philosophy: Time to Abandon the Budget?

By Ernie Humphrey, CEO at Treasury Careers

July 11, 2018

Rolling Forecasts are an essential tool for financial planning and analysis (FP&A), with the potential to radically transform the traditional corporate budgeting process. If implemented properly, a rolling forecast expands planning horizons, reduces planning cycles, and helps in executing organizational strategies.

The FP&A Board meeting in Chicago on the 27th September 2018
July 11, 2018

The Chicago FP&A Board will meet on 27 September 2018 for the second time. 

The FP&A Board meeting in Seattle on the 25th September 2018
July 11, 2018

The Seattle FP&A Board will meet on 25 September 2018 for the second time. 

San Francisco FP&A Board meeting on the 20th September 2018
July 10, 2018

The San Francisco FP&A Board will meet on 20 September 2018 for the second time. The professional debate will be devoted to the subject of FP&A Analytical Transformation. You can read about the first San Francisco meeting here.

Kuala Lumpur Board: FP&A Business Partnering
July 10, 2018

The third meeting of the Kuala Lumpur FP&A Board took place on Tuesday, 28th November 2017.  The interactive discussion was devoted to the popular subject of FP&A Business Partnering.

Kuala Lumpur Board: Latest Trends in FP&A
July 10, 2018

The launch of the Kuala Lumpur FP&A Board took place on Thursday, 1st December 2016 at Capri by Fraser (central KL).  The interactive discussion was devoted to latest global trends in modern Financial Planning and Analysis (FP&A). 

The Meeting Agenda

Singapore Board: Driver-Based Planning
July 10, 2018

The third meeting of the Singapore FP&A Board meeting took place on Thursday, 30th November 2017. The Board interactively discussed Why Driver-Based Planning Matters for Modern FP&A.

A New Approach to Business Forecasting

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting" 

July 10, 2018

Many millions of people are stuck with the habit of smoking. They know its bad for them and it will eventually kill them, yet they continue.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

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

November 11, 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

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

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Five Transformative Trends in Finance: How Advances in AI Are Redefining FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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