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Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

July 4, 2023

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

The Digital Middle Eastern FP&A Board: A New Age of Zero-Based Budgeting
July 2, 2023

The Digital Middle Eastern FP&A Board, on the 15th of November, 2021, discussed how to implement ZBB successfully.

Best Practices in Implementing Rolling Forecast
July 2, 2023

The main criticism of the traditional budget is that it does not react to what is actually happening in the business during the year. But a Rolling Forecast solves that problem, helping companies to continuously plan (forecast) over a set time horizon.

FP&A Trends Digest: Issue #91
July 1, 2023

I am thrilled to offer you the opportunity to use this game-changing model through the interactive assessment tool available on our website. With just a few clicks, you can learn where you are on the maturity ladder.

Moving from FP&A to Extended Planning and Analysis (xP&A)
June 30, 2023

Join the face-to-face Munich FP&A Board on November 14 and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The FP&A Trends Webinar: Unleashing the Power of FP&A Change Management for Analytical Transformation
June 29, 2023

What are the key steps for FP&A Change Management success? Check out the recording of this webinar to get the answer.

Expanding the Use of AI in FP&A beyond Quantitative Analysis
June 29, 2023

The 19th meeting of the Global AI/ML FP&A Committee, which took place on May 24th, 2023, featured a presentation titled "Expanding the use of AI in FP&A beyond quantitative analysis", delivered by Thorsteinn Siglaugsson, a Logical Thinking Process Expert.

Using AI to Improve Our Decisions - A Virtuous Cycle

By Thorsteinn Siglaugsson, Logical Thinking Process Expert at Value Plan slf. and the author of the book "From Symptoms to Causes"

June 29, 2023

In this article, the author explains why FP&A should take advantage of the possibilities offered by large language models like ChatGPT and how such tools can help us improve the decision-making process.

FP&A Storytelling in Practice: London FP&A Board Meeting Notes
June 28, 2023

The London FP&A Board met on 20 April 2023 for the 30th meeting since its establishment. The FP&A Board Members discussed practical considerations for effective FP&A Storytelling, focusing on the building blocks of the narrative, visualisation and data.

5 Roles for Building the Best-in-Class FP&A Teams
June 28, 2023

The London FP&A Board met on 26 January 2023, attended by senior FP&A practitioners from diverse sectors, to discuss the five critical roles for building a world-class FP&A team.  In this article, you can find the most important takeaways from this think-tank.

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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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

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