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Transforming FP&A: From Siloed Operations to Purpose-Driven Success

By Andrew Wee, CFO at Good Bards

November 5, 2024

In this article, the author discusses how we can elevate the impact of FP&A within our organisations and outlines his practical learnings from a successful FP&A Transformation.

Crafting Impactful FP&A Stories: How Vitality Blends Data, Tools, and People

By Olga Rudakova, International FP&A Board Ambassador

November 1, 2024

This article dives into Vitality Insurance’s two-decade journey to refine their Financial Planning and Analysis (FP&A) processes, highlighting how they tackled key challenges in data quality, technology integration, and talent development to enhance their FP&A Storytelling.

Five Critical Roles for FP&A​
October 31, 2024

What does it take to build a world-class FP&A team? In this video, Natasha Rathee, SVP, Head of Finance at Bluerock Therapeutics (a division of Bayer), answers this question and shares her experiences on building and leading FP&A Teams.

Best Practices in Strategic Planning: Linking Enterprise and Product Strategy to Financial Plans

By Alejandro Erasso, Former Sr. Director Global Business Unit FP&A Finance at VMware (Broadcom)

October 31, 2024

In this article, the author revisits how linking financial and Strategic Planning can lead to successful execution at for-profit organisations, focusing on best practices regarding scope, processes and output.

FP&A Trends Digest: Issue #125
October 26, 2024

I hope this issue inspires you to enhance your team’s collaboration and performance.

Navigating Uncertainty: Techniques to Improve FP&A Forecasts

By Richard Morris, Advisory Council Member at Harvard Business Review

October 25, 2024

In this article, the author reveals four forecasting hacks that can help us enhance business value and transform our forecasts from a daunting task into a strategic advantage.

Co-Intelligence* or How AI Enhances FP&A Business Partnering

By Olga Rudakova, International FP&A Board Ambassador

October 25, 2024

This article covers the key takeaways and insights from the webinar called FP&A Business Partnering in the Age of AI Advancements, hosted on October 16, 2024.

The FP&A Trends Webinar: The Power of FP&A Storytelling: Vitality Insurance Case Study
October 24, 2024

Watch the recording to hear about the Power of FP&A Storytelling: Vitality Insurance Case Study from senior finance practitioners from Vitality and Anaplan.

Capital Planning in the Age of Sustainability: Moving from Risk Management to Resilience

By Karl Orrling, Founder at Fairway Sustainability Partners

October 24, 2024

In this article, the author outlines how the five essential FP&A team roles can contribute to sustainable capital planning in a rapidly-changing world.

FP&A Trends Insights Paper 2024. FP&A Business Partnering in the Age of AI: Shaping Strategic Value and Organisational Agility
October 23, 2024

This Insights Paper explores AI’s impact on FP&A, highlighting its benefits, implementation strategies, and future implications. It also describes the role of FP&A Business Partnering in driving strategic value and presents the Business Partnering Framework that enables teams to shift from traditional finance roles into strategic business partners.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

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