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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.

Continuous Planning as an Enabler of Organisational Agility
November 29, 2022

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.

The Restart of the face-to-face Dubai FP&A Board: FP&A Key Lessons Learned from the Pandemic​
November 28, 2022

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. 

The 12th Face-to-Face Zurich FP&A Board: Moving FP&A to Extended Planning and Analysis (xP&A)
November 28, 2022

In November 2022, the 12th FP&A Board in Zurich continued our global debate on xP&A.

New York FP&A Board 2022: XP&A – Risks and Opportunities

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

November 24, 2022

The 2nd semi-annual FP&A board meeting in New York happened on October 4th, 2022. This time, the topic of the discussion was “Moving from FP&A to Extended Planning and Analysis (xP&A)”.

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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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