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

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

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.

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

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

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.

Emotional Intelligence is another essential skill set to add to the list for effective FP&A Leadership. Emotions drive the human race, and while the world of FP&A is home to many analytical number crunchers, emotion is the fundamental factor influencing decision-making.

Watch this latest video from Pedro Ferreira, Global Business Intelligence Lead at Novartis, to find out what you need to make Continuous Planning effective for your business.

In November 2022, the International FP&A Board restarted its face-to-face post-pandemic meeting in Dubai.

The strong leaders in the FP&A field gathered to discuss key lessons learned from the pandemic and how the future is evolving for the FP&A function.