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10 Principles for Driving Long-Term Value in FP&A Transformation

By Jawwad Rasheed, EY UK FP&A Lead for Financial Services

December 10, 2020

This article explores how financial services businesses can guide investments in Financial Planning and Analysis (FP&A) design. It also provides recommendations on how to do so wisely and thoughtfully, and not rush through projects, which may necessitate re-investment later and consume valuable resources at a critical time.

The Global FP&A Trends Webinar: The Art and Science of FP&A Storytelling
December 10, 2020

The Global FP&A Trends Webinar was held on October 13 to discuss the Art and Science of FP&A Storytelling.

Swiss FP&A Board: From Traditional to Better and Beyond Budgeting
December 10, 2020

It is commonly agreed that the traditional budgeting process is time-consuming and costly. It rarely focuses on strategy and adds little value. Although traditional budgets have evolved over the years, they can hardly meet the challenges of the modern economic and business environment.

Hiring in FP&A: How to Get the Best People on Board

By Matt Armstrong, Founder & CEO at Prevoira

December 9, 2020

Throughout my career, I have interviewed hundreds of candidates for dozens of roles, most of which were in FP&A. After evaluating the performance of these professionals personally, I was able to assess the qualities that either led them to their success or not, and it boiled down to three relatively straightforward criteria.

FP&A Team Building: Insights from the Pan Australian FP&A Board
December 8, 2020

How to build FP&A Teams from scratch? How modern technology can enhance team collaboration? What are the latest trends and developments in FP&A employment?

The Digital Swiss FP&A Board: The Power of FP&A Scenario Planning
December 8, 2020

The Digital Swiss FP&A Board will be held online on 4 February from 5:00 PM to 6:30 PM CET to discuss the Power of FP&A Scenario Planning with our international panel of experts.

The Digital Pan Australian FP&A Board: FP&A Team Building in New Normal

By Hans Gobin, International FP&A Board Ambassador

December 8, 2020

The meeting subject was “Building Winning FP&A Teams in the New Normal”, delivered by a truly international board panel of 5 members based in Australia, Malaysia, Singapore, and the UK. Below is a summary of what was discussed on the day including a summary of the polling questions and answers.

FP&A and Performance Management

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

December 8, 2020

New technologies are reducing back-office workload, giving FP&A the opportunity to be more involved in running the business. Degree of this involvement depends on the capacity of FP&A team and the organisational culture. 

The Digital Benelux FP&A Board: The Art and Science of Digitised FP&A Business Partnering
December 7, 2020

The Digital Benelux FP&A Board will be held online on 27 January 2021 from 4:30 PM to 6:00 PM CET to discuss Digitising FP&A Business Partnering.

FP&A Trends Digest: Issue #27
December 5, 2020

In this digest, we will look not only at how FP&A can deliver value to the business but also how FP&A can make sure that business leaders are interested in their perspective. You will also find a case study on how cross-functional projects can enrich your teams.

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
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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

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

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

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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