In this issue, we’ve gathered insights to strengthen your FP&A processes — from mastering top-down and bottom-up planning to aligning budgeting with strategy, evaluating your forecasting system, and exploring zero-based budgeting.

Watch the recording to hear about the cutting-edge data visualization strategies that enhance FP&A effectiveness from senior finance practitioners from Grainger, IBCS Institute and Lumel.

In this article, the author provides a simple and concise starter guide for developing a foundation of leadership skills.

In this video, Anfissa Hayes, EMEA CFO at Honeywell Process Management & Controls, covers everything you need to know about Rolling Forecasts - from the differences between static and dynamic forecasts to the building blocks of a truly successful one.

In this article, the author discusses how we can elevate the impact of FP&A within our organisations and outlines his practical learnings from a successful FP&A Transformation.

This article dives into Vitality Insurance’s two-decade journey to refine their Financial Planning and Analysis (FP&A) processes, highlighting how they tackled key challenges in data quality, technology integration, and talent development to enhance their FP&A Storytelling.

What does it take to build a world-class FP&A team? In this video, Natasha Rathee, SVP, Head of Finance at Bluerock Therapeutics (a division of Bayer), answers this question and shares her experiences on building and leading FP&A Teams.

In this article, the author revisits how linking financial and Strategic Planning can lead to successful execution at for-profit organisations, focusing on best practices regarding scope, processes and output.

I hope this issue inspires you to enhance your team’s collaboration and performance.

In this article, the author reveals four forecasting hacks that can help us enhance business value and transform our forecasts from a daunting task into a strategic advantage.