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Does Your FP&A Team Have a Seat at the Table?

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

May 22, 2019

Each function has strategic insight that can benefit senior management with their unique perspective. While this is true, there are only so many seats at the table, and each organization functions differently.

FP&A’s Role in Strategic and Long-Range Planning - They Aren't Synonymous, Finance Execs Say

By Andrew Deichler, Editorial Manager at Association for Financial Professionals

May 21, 2019

About 20 finance executives weighed in on the role of financial planning and analysis (FP&A) in strategic and long-range planning during the latest meeting of the London FP&A Board Tuesday. The biggest takeaway? These two terms often get confused with one another but are by no means synonymous, the finance executives agreed.

The New York FP&A Board: New Era of Zero-Based Budgeting
May 21, 2019

The New York FP&A Board will meet on the 19th of September 2019 for the sixth time. The professional debate will be devoted to the new age of Zero-Based Budgeting (ZBB). ZBB is a well-known concept but it has been given a new life lately as an enabler for driver-based modelling and flexible planning.

The Boston FP&A Board meeting: Driver Based and Predictive FP&A
May 21, 2019

The Boston FP&A Board will meet on the 17th of September 2019 for the fifth time. The professional debate will be devoted to the subject of why Driver Based Planning matters for modern FP&A.

The London FP&A Board meeting: Driver Based and Predictive FP&A
May 21, 2019

The 24th London FP&A Board will take place on the 12th of September 2019 to debate on the subject of "Driver Based and Predictive FP&A".

FP&A Board Notes: Long Range and Strategic Planning

By Michael Coveney, Analytics Thought Leader and Author

May 16, 2019

These notes were made during the meeting of the FP&A Board on 16th May 2019 in London.  They are a mixture of comments made by attendees and thoughts of those who presented case studies.

Brexometer for FP&A Professionals: May Reading

By David West, Head of New Business Development at AcoBloom International®

May 16, 2019

This month there was not much movement across both economic and political measures as the UK took a breather after the trials and tribulations of March and April.  A welcome period of stability, you might say.

Brisbane Board
May 15, 2019

The Brisbane FP&A Board was launched on the 16th of July 2019.

Senior FP&A leaders from Rio Tinto, Boeing, Coca-Cola Amatil, Great Southern Bank, Cleanaway Waste Management, and other companies attended the events to guide the development and promotion of better practices in global FP&A, identify, and support new trends, skillsets and innovations.

The speaker from City Beach Australia presented their insights.

The Perth FP&A Board meeting: FP&A Analytical Transformation
May 15, 2019

The Perth FP&A Board will meet on the 11th July 2019 for the second time. The professional debate will be devoted to the subject of FP&A Analytical Transformation.

Using Accounting in Your Financial Plans

By Karl Kern, Accountant / Lecturer / Writer

May 15, 2019

A financial plan is a product used for guiding people’s actions toward the accumulation of wealth.  As a product a financial plan is created from a variety of sources.  One source used for creating a financial plan is accounting.

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Face-to-Face Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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