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Transforming Data Presentation to Compete with Artificial Intelligence

By Matt Poleski, Northeast Region CFO at Gallagher

November 7, 2023

In this article, the author exemplifies why Artificial Intelligence is insufficient for analysing the data and providing insights. He illustrates it by giving an example of Simpson's Paradox, which AI could not handle without human input.

FP&A Trends Digest: Issue #100
November 4, 2023

FP&A Trends website is one of the leading educational resources for FP&A today, featuring thousands of articles from over 200 authors, video content, and more. Additionally, we produced 24 comprehensive research papers, discovering trends and offering practical insights.

In this issue, we share with you the most recent research papers. Enjoy reading!

Importance of Good Data for Great AI Deployment in Finance
November 2, 2023

In this video, Tanja Schlesinger, VP OneSource at Deutsche Bahn Regio AG, explains why good data and AI deployment in finance should not be viewed separately. She underlines the importance of establishing the data ownership concept and shares her practical tips on setting up, monitoring and improving data quality for FP&A with the help of AI and automation.

Business Optimisation Beyond Common Practices in an FMCG Company

By Theodoros Thanos, Senior FP&A Manager at Minerva SA Edible Oils & Food Enterprises

November 2, 2023

This article overviews what FP&A professionals can do to optimise the business they are working in and safeguard the budget plans within the organisation.

Seattle FP&A Board: Unlocking the Hidden Potential of Storytelling with Data

By Cecy Graf, Experienced Finance Professional

November 1, 2023

On October 24, 2023, the Seattle FP&A Board met for its ninth gathering, bringing together FP&A professionals from various companies to delve into the intricacies of FP&A Storytelling within a data-driven landscape.

Creating Your Roadmap to Intelligent Transformation: Boston FP&A Board Takeaways
November 1, 2023

On the 26th of October, 2023, Boston welcomed the much-anticipated discussion on creating your transformation map with the help of the FP&A Trends Maturity Model. This article lets you grasp the key takeaways and most important insights from this meeting.

FP&A Trends Research Paper 2023: FP&A Scenario Management: Your Path to Navigating Uncertainty
November 1, 2023

This paper evaluates the transition process, and the challenges organisations may encounter when embracing the Scenario Management ecosystem, with a particular focus on the practical steps involved.

Shared Service to COE Transformation – A Working Model

By Durga Srinivas Perisetti, Director of FP&A and Operations Analytics at Juniper Networks

October 31, 2023

This article provides a working model for businesses eager to transform a typical volume-intensive, cost-focused Shared Service Centre into a value-oriented COE. It also provides the reader with a detailed overview of the differences between these notions, a practical example of such a project and critical factors to consider before driving this transformation.

San Francisco FP&A Board: Unveiling the Power of FP&A Storytelling
October 27, 2023

On the 19th of October, senior FP&A practitioners from renowned companies, such as Autodesk, Allianz, Kaiser Permanente, Sony Play Station, Visa, Lyft, Airbnb, and many others, gathered at the beautiful Spaces Menlo Park in San Francisco to discuss the essentials of FP&A Storytelling in a data-driven world.

Riyadh Board
October 27, 2023

The Riyadh FP&A Board was launched on the 27th of November, 2023 and has become a recent addition to the International FP&A Board chapters.

Senior FP&A leaders from Airbus, Lucid Motors, Crayon, Signify, JLL, Al Safi Danone, Saudi Post, Nadec and many other companies attended the event to guide the development and promotion of better practices in global FP&A, identify and support new trends, skillsets and innovations.

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Event Calendar

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All events for the year

Future Meetings

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

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

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

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

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

October 21, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 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

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