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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.

Why Does Emotional Intelligence Matter in FP&A?

By Dr (CMA) Amarendra Kumar, Finance Advisor at DXC Technology and Professor in Practice at Woxsen University 

November 29, 2022

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.

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Future Meetings

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

February 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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