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The FP&A Trends Webinar. Navigating Uncertainty: FP&A Analytical Transformation Case Study
December 8, 2022

At the FP&A Trends on December 7th Natalie Harden, Chuy’s VP of Finance & Investor relations, shared her formula of success of analytical transformation from A to Z in their journey. 

Integrated Cash Flow Planning: How to Achieve it?
December 6, 2022

Watch this video from Garrett Dennie to learn how process and integration can pay valuable dividends.

FP&A Integration: The Winning Formula

By Michael Conley, Technology Director CCH® Tagetik at Wolters Kluwer

December 5, 2022

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

FP&A Trends Digest: Issue #77
December 3, 2022

This digest provides a wide view of how flexible systems, AI/ML and Robotic Process Automation (RPA) will help you win valuable time and create a more mature organisation. We hope this issue will help you find a direction for your transformation journey.

The 6th Face-to-Face Seattle FP&A Board Meeting Summary
December 2, 2022

The Seattle FP&A Board met on May 24th, 2022, to debate what FP&A learned from the Pandemic.

A Case from Sandoz: Analytical Transformation of FP&A using AI/ML and RPA
December 1, 2022

Watch this video to learn a Case Study from Sandoz about the Analytical Transformation of FP&A using AI/ML and RPA.

Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)

By Zorina Sendler, Head of FP&A at EisnerAmper

December 1, 2022

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

Five Critical Roles for Building a World-Class FP&A Team
December 1, 2022

Zurich FP&A Board will gather in February 2023 to discuss trends in FP&A skills and capabilities.

Five Critical Roles for Building a World-Class FP&A Team
December 1, 2022

The event is proudly sponsored by Wolters Kluwer and CCH® Tagetik:

FP&A Trends Research Paper 2022: FP&A Board Maturity Model: Achieving Intelligent Transformation
November 30, 2022

Research for this paper focused on delving deeper into the most mature level – Level 5, Leading State. The purpose was to provide a road map for FP&A Intelligent Transformation that guides departments in how best they can serve their organisations.

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
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All events for the year

Future Meetings

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

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

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

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 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

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