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Research: Successful CFO’s Empower FP&A Teams to Be More Strategic

By James Myers, Global Finance Executive and FInance Transformation Consultant

January 25, 2018

The information age is forcing the office of the CFO into a more data-driven, strategic role away from the back-office accounting role of the past. For CFO’s to be successful, they need their FP&A teams to step out of the data collection and validation and play a larger more strategic, customer facing role.

Why Should FP&A Be Data-Driven?

By Irina Steenbeek, Founder of 'Data Crossroads'

January 23, 2018

Nowadays, everyone is talking about being ‘data-driven’. What lies beneath this idea, is the wish to make the decision-making process easier and more effective. But in general, it means delivering the required data of acceptable quality to the relevant decision makers when and where they need it.

What are the FP&A concerns about being ‘data-driven’?

What is FP&A Business Partnering?

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

January 22, 2018

Finance is tasked with delivering better Business Intelligence and more importantly better insights to influence decision-making in the right direction and creating an impact on company performance. At the center of this shifting demand is the FP&A function which needs to deliver better analytics but also needs to partner with business stakeholders.

Improving Financial Reporting through Financial Planning

By Karl Kern, Accountant / Lecturer / Writer

January 18, 2018

Financial planning can help financial reporting develop insights into profitability, liquidity, and solvency through a chart of accounts. In other words, it helps to assess financial health.  The foundation in this effort is a chart of accounts.  The effectiveness of a chart of accounts can be achieved by the role of financial planning.

The FP&A Board meeting in New York on the 8th March 2018
January 17, 2018

The New York FP&A Board will gather on 8 March 2018 for the third time to debate on the hot subject of the FP&A Business Partnering.

The FP&A Board meeting in Boston on the 6th March 2018
January 17, 2018

Boston FP&A Board will gather on 6 March 2018 for the second time to debate on the hot subject of the FP&A Analytical Transformation. During the meeting, the FP&A Board will debate on the concept of Advanced Analytics for FP&A,  look closely into FP&A Analytics Maturity Model and discuss different stages of the  FP&A Analytical Transformation. 

FP&A and the Three-Headed Serpent

By Irina Steenbeek, Founder of 'Data Crossroads'

January 14, 2018

How far can you go with improving your FP&A practices? This article reveals relationship between three important  factors for any FP&A frameworks:  the quality of data, business planning and analytcal tools and techniques. 

 

The FP&A Evolution: A Reality Check

By Ernie Humphrey, CEO at Treasury Careers

January 12, 2018

Are FP&A teams empowered to deliver strategic value across the enterprise? I partnered with FP&A thought leaders Larysa Melnychuk, and James Myers to develop the FP&A Empowerment: The Evolution of Technology & Trends survey in part to find out if this perception is a reality. More than 300 global FP&A leaders took part at the survey.This article shares the key findings and conclusions.

London FP&A Board meeting on the 15th March 2018
January 5, 2018

The London FP&A Board will meet for the 19th time on 15th March 2018 to debate on Zero-Based Budgeting (ZBB) method.

How to Become an FP&A Professional

By Simone da Silva Collins, Senior Financial Analyst at Sony

Simone da Silva Collins is an FP&A professional working in Polycom, an industry leader in unified collaboration solutions.

She provides business partnering to various departments of Polycom in EMEA. She was previously the Group Finance Analyst supporting the Executive Team at Intec (now part of CSG), a provider of Business Support System (BSS) software and related services, primarily for the telecommunications industry. She also worked for Telewest (now part of Virgin Media) for over 7 years providing commercial and financial support to the Interconnect team.

Simone is originally from Macau in SE Asia. She gained her Masters at Manchester Business School. She has also recently achieved FP&A accreditation.

December 26, 2017

Have you thought of becoming an FP&A professional? When I was studying for my accounting qualification, I assumed I would become a traditional accountant. I did not know then how wrong this assumption would prove to be. This article gives an insight to my path in becoming an FP&A professional and short guide on how to become one.

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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

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