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Strategic Partnership: How Do You Start This Process?

By Chris Ortega, CEO at Fresh FP&A

July 17, 2018

One element for FP&A teams to provide value is strategic partnership. Therefore, with any change in direction or focus, it is important to understand how to start. Below, I will cover a simplified and quick start guide for starting the strategic partnership process.

What Keeps CFOs Awake at Night?

By Irina Steenbeek, Founder of 'Data Crossroads'

July 16, 2018

Nowadays a lot of concerns in business environment are focused around data. There are several drivers for that, such as regulations (e.g. GDPR), the growing amount of data, new technologies in data processing and analysis etc.

Different Planning Methods for FP&A

By Michael Coveney, Analytics Thought Leader and Author

July 13, 2018

In this article we will look at the different methods an organization can use to set direction. Planning involves many kinds of methods that help managers make decisions.

What Tools Can You Use To Partner With Your Stakeholders?

By Anders Liu-Lindberg, Co-founder and Chief Commercial Officer at the Business Partnering Institute

July 12, 2018

FP&A professionals know their trade very well when it comes to the technical skills used to plan, forecast, and execute the strategy of a company. However, to truly influence the strategic directions they need to be able to influence their stakeholders.

The Rolling Forecast Philosophy: Time to Abandon the Budget?

By Ernie Humphrey, CEO at Treasury Careers

July 11, 2018

Rolling Forecasts are an essential tool for financial planning and analysis (FP&A), with the potential to radically transform the traditional corporate budgeting process. If implemented properly, a rolling forecast expands planning horizons, reduces planning cycles, and helps in executing organizational strategies.

The FP&A Board meeting in Chicago on the 27th September 2018
July 11, 2018

The Chicago FP&A Board will meet on 27 September 2018 for the second time. 

The FP&A Board meeting in Seattle on the 25th September 2018
July 11, 2018

The Seattle FP&A Board will meet on 25 September 2018 for the second time. 

San Francisco FP&A Board meeting on the 20th September 2018
July 10, 2018

The San Francisco FP&A Board will meet on 20 September 2018 for the second time. The professional debate will be devoted to the subject of FP&A Analytical Transformation. You can read about the first San Francisco meeting here.

Kuala Lumpur Board: FP&A Business Partnering
July 10, 2018

The third meeting of the Kuala Lumpur FP&A Board took place on Tuesday, 28th November 2017.  The interactive discussion was devoted to the popular subject of FP&A Business Partnering.

Kuala Lumpur Board: Latest Trends in FP&A
July 10, 2018

The launch of the Kuala Lumpur FP&A Board took place on Thursday, 1st December 2016 at Capri by Fraser (central KL).  The interactive discussion was devoted to latest global trends in modern Financial Planning and Analysis (FP&A). 

The Meeting Agenda

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Mastering Data in FP&A: Smarter Analytics, Better 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

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

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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