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Improving Financial Reporting through Financial Analysis

By Karl Kern, Founder/President, Kern Analytics LLC

February 23, 2018

How can an FP&A practitioner assess the effectiveness of financial reporting processes?  This article describes five tips that could be used in order to establish a starting point in the process.

Four Steps Towards Analytic Maturity

By Michael Coveney, Analytics Thought Leader and Author

February 22, 2018

There is no point on aimlessly analysing data in the hope that something will jump out at you.  It won’t and all that you will do is waste vast quantities of time and effort.  Like any search, there must be an objective and a plan to reach that objective.  This is where a mature approach to analytics comes in. The author reveals a mature approach to data analysis that includes 4 stages.

The Stockholm FP&A Board Meeting on the 26th April 2018
February 22, 2018

The fifth meeting of the Stockholm FP&A Board will take place on Thursday, 26th April 2018. 

FP&A Strategy Execution Readiness

By Niels Van Hove, Supply Chain consultant, Mental Toughness coach and S&OP/IBP expert at Truebridges

February 22, 2018

The statistics reveal that 60%-90% of strategy implementations fail and only 14% of executives are satisfied with the execution of a strategy. This article introduces a framework to assess your company’s strategy execution readiness, in order to align leaders around how to bridge your strategy to execution gaps. It also provides a free strategy execution checklist to assess your readiness.

Data-Driven FP&A: the Tip of the Iceberg

By Irina Steenbeek, Founder of 'Data Crossroads'

February 19, 2018

As an FP&A professional, you deal with data. Your data travels a long way from its source through applications to your reporting system.The data you deal with is the tip of the iceberg. The major part of data processing is the part that is hidden beneath the water. This article describes the four key actions that can help FP&A to become data-driven.

Chicago FP&A Board, 9 Oct 2025
February 16, 2018

Chicago FP&A Board Registration Form - 9 October 2025

  • Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meeting
  • It is exclusive to practitioners at the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

The Launch of FP&A Board in Chicago on the 12th April 2018
February 16, 2018

The International FP&A Board will open its 18th global chapter in Chicago on 12 April 2018. The first professional debate will be devoted to the global trends in modern Financial Planning and Analytics (FP&A). 

The Board was established in London, UK in 2013 and now successfully operates in 11 countries of Europe, the Middle East, Asia, Australia and the USA. This is a leading professional think-tank that gathers expertise of many senior finance practitioners. Its mission is to identify and support new global trends, skill sets and thought leadership in modern corporate financial planning and analysis (FP&A).

Chicago Board
February 16, 2018

The Chicago FP&A Board was established on the 12th of April 2018 as an educational and networking platform for the local FP&A community.

Since then, a diverse group of members, representing leading global and local companies such as Genpact, Walgreens, Royal Canin, HUB International, FIS, NielsenIQ, Morningstar, Storck, Visa, Microsoft, Mars, and many others, joined this think-tank. Together, we explore the best way to address the challenges in the FP&A community in the 21st century. During the meetings, we guide the development and promotion of best practices in global FP&A, identify and support new trends, skillsets, and innovations.

The speakers from Arthur J.Gallagher & Co., Cars.com, Beam Suntory, and others presented their insights and case studies.
 

Applied Corporate Financial Modeling

By Rob Trippe, MBA, Financial Modelling Veteran

Rob Trippe is a financial modelling veteran. With over fifteen years’ experience, Rob has developed corporate finance models for valuation, M&A, forecasting and performance monitoring. He is widely respected for his deep understanding of corporate finance theory, lectures at university and has worked with some of the world’s largest and most respected firms including the investment bank Houlihan Lokey, Hertz and GE Capital. He also was the managing director and operator of a coveted professional sports franchise at a young age. Rob was accredited in valuation in 2008 and holds an MBA, Finance from Boston College.

Publishing Accomplishments

  • Rob’s research while at the investment bank Houlihan Lokey Howard & Zukin was published in the Wall Street Journal and USA Today.
  • Rob’s cash flow model (his design) while at the Hertz Corp. was published in SEC and quarterly press release filings.
  • Rob has contributed to FP&A-Trends on numerous occasions.
  • Authored a state university finance exam.
  • Currently working on a commissioned case study for a major academic publishing house.
February 16, 2018

During the recent years, the level of detail and precision which financial modeling in the business world has pursued has been elevated. Learning Excel, a widely used and accepted computer application is one essential skill required of a strong financial modeler. But these days, the business world requires more. This article addresses those needs.

Corporate FP&A Done Right

By Carl Seidman, Principal at Seidman Financial

February 15, 2018

When companies put greater weight on what the numbers mean, they often rely more heavily on financial reporting and perceive FP&A as a ‘nice to have’. But it’s quite the contrary.  FP&A should be used to assist company leadership in problem-solving, risk management, and growth planning. But what is Corporate FP&A Done Right?

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
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All events for the year

Future Meetings

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

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

November 5, 2025

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

November 11, 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

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

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

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

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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