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Discover the Winning Formula for FP&A Storytelling

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept Inc.

July 6, 2023

This article summarises the most interesting insights from a webinar exploring the winning formula for FP&A storytelling on April 4, 2023.

The Digital Middle Eastern FP&A Circle: Digital FP&A: Deploying AI/ML for Planning, Budgeting & Forecasting
July 5, 2023

Without a doubt, artificial intelligence can improve the speed and quality of our work. To what extent is it valid for Financial Planning, Budgeting and Forecasting? This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "Deploying AI/ML for Planning, Budgeting & Forecasting" webinar, as well as the results of our polling questions.

The Digital Middle Eastern FP&A Circle: Maximising Value Creation with FP&A Business Partnering
July 5, 2023

How do we move the dial from non-value add to creating value, and how can FP&A Business Partners help in driving the Value Creation agenda? The Digital Middle East & Africa FP&A Circle met in June 2022 to explore this subject in detail.

The Digital Middle Eastern FP&A Board: The Winning Formula of Integrated FP&A
July 5, 2023

This article provides an overview of the topics and cases presented and discussed by the experts at the webinar "The Winning Formula of Integrated FP&A" and the results of our polling questions.

Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

July 4, 2023

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

The Digital Middle Eastern FP&A Board: A New Age of Zero-Based Budgeting
July 2, 2023

The Digital Middle Eastern FP&A Board, on the 15th of November, 2021, discussed how to implement ZBB successfully.

Best Practices in Implementing Rolling Forecast
July 2, 2023

The main criticism of the traditional budget is that it does not react to what is actually happening in the business during the year. But a Rolling Forecast solves that problem, helping companies to continuously plan (forecast) over a set time horizon.

FP&A Trends Digest: Issue #91
July 1, 2023

I am thrilled to offer you the opportunity to use this game-changing model through the interactive assessment tool available on our website. With just a few clicks, you can learn where you are on the maturity ladder.

Moving from FP&A to Extended Planning and Analysis (xP&A)
June 30, 2023

Join the face-to-face Munich FP&A Board on November 14 and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The FP&A Trends Webinar: Unleashing the Power of FP&A Change Management for Analytical Transformation
June 29, 2023

What are the key steps for FP&A Change Management success? Check out the recording of this webinar to get the answer.

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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

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 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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