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Winning as an FP&A Team: Gallagher Case Study

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

May 17, 2021

What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

The FP&A Trends Webinar: The Latest Trends and Developments in Financial Planning & Analysis: 2021 Global Survey Results
May 14, 2021

The FP&A Trends Webinar will be held on 6 July at 3:00 PM BST to discuss the Latest Trends and Developments in Financial Planning & Analysis: 2021 Global Survey Results.

The Digital Pan-Australian FP&A Board Recording: The Art and Science of xP&A Business Partnering
May 13, 2021

 At a time when the FP&A framework is being extended to the entire organisation (into Extended Planning & Analysis (xP&A)), FP&A Business Partnering need to keep up with this new model to stay relevant and cutting edge. xP&A Business Partnering is now the latest trend that is going well beyond just Finance involving the entire organisation to move FP&A and planning to the next level.

FP&A Role in Capital Planning: Getting Beyond the Traditional

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

May 13, 2021

On March 25, 2021, about 550 FP&A practitioners from 70 countries around the globe gathered to discuss FP&A Role in Capital Planning: Getting Beyond the Traditional.

What Do You Need to Become an xP&A Business Partner?

By Ashvin Sood, Operations Finance Manager at George Weston Foods New Zealand

May 13, 2021

In any technological transformation adventure, start with the data and start small.  Good clean data, standardised across your organisation always leads to better outcomes.  Start small but ensure you can scale up quickly. This ensures you learn and fail early before you go big. 

The Digital Benelux FP&A Board: The Art and Science of FP&A Storytelling
May 11, 2021

FP&A Storytelling has already become both an art and science. Watch the recording of the Digital Benelux FP&A Board to learn more about the challenges & best practices of FP&A Storytelling and the power of FP&A visualisation. 

Modern Technology: Transforming FP&A’s Agility and Adaptability
May 11, 2021

The FP&A transformation journey should start right now. In this video, you will learn about three important things about leveraging modern technology for FP&A.

FP&A Trends Digest: Issue #37
May 8, 2021

In this digest, we will look into the qualities needed in a good FP&A professional and share 5 tips on how FP&A can become trusted business partners. We will also dive into the topic of digital FP&A, the role of technology and the methods to manage uncertainty using FP&A predictive analytics.

The Digital Swiss FP&A Board: Building Winning FP&A Teams
May 6, 2021

As organisations continue to adapt to the world of "Unknown Unknowns", Financial Planning and Analysis (FP&A) has become increasingly more important. FP&A teams have to be agile and adapt quickly.

Why Storytelling is a Powerful Force Within FP&A

By Michael Lengenfelder, Head of FP&A Product Management at Unit4

May 6, 2021

The role of the finance leader is changing. Before long, your colleagues may see you more as a journalist or storyteller — able to unearth critical facts, share a compelling narrative, and deliver the headlines that your decision-makers need today. But how's this possible?

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Event Calendar

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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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

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