In this issue, we are sharing an insightful CPM trend report to explore the state of people, processes, and tech priorities in FP&A. Also, you can check the article on adjusting targets for budgeting, the pros and cons of ageing rolling forecasts, my article about the ten steps for achieving ZB FP&A, and a popular topic of Beyond Budget implementation. You are welcome to explore the ETEX company's case study on how they abandon traditional budget in favour of Beyond Budgeting.

Watch the recording of the FP&A Trends webinar to learn more about FP&A Integration: the winning formula of harmonising top-down and bottom-up planning processes from senior practitioners and thought leaders.

In this video, you can learn more about their Beyond Budgeting journey from Guillaume Verbiest, Head of Finance Transformation and Performance Management.

In this short video Ron Monteiro, Corporate Director of Finance at Kruger Products L.P., outlines a few fundamental principles you should follow before preparing a business visualisation.

After a 2-year Covid-related break, FP&A Trends resumed a series of live events in the United States. New York welcomed senior FP&A practitioners on June 15^th. This article describes the main insights of the meeting.

Getting a good compensation model is a key to attracting and retaining the best talent. But how can companies design the right bonus scheme — so they motivate professionals while protecting profitability? Let's explore the issues. 

The 7^th Face-to-Face meeting of the International FP&A Board took place on the 13^th of October, 2022, in the heart of Seattle. The participants from leading companies gathered in a prominent "Washington Athletic Club" to discuss the crucial ingredients for moving from traditional FP&A to Extended Planning and Analysis (xP&A).

Miami FP&A Board Feedback Form - 27 March 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

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We held the 6^th Chicago FP&A Face-to-Face Board on the 11^th of October, 2022, and this meeting was dedicated to the emerging and developing concept of Extended Planning and Analysis (xP&A).

By designing activities that lead to scale, we can achieve the necessary returns to capital and simultaneously create re-investment in the business that results in more fantastic career paths for employees. Financial planning and analysis professionals need to understand scaling to help with strategic recommendations to leaders.