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FP&A Leadership in the Age of AI

By Christian Martinez, Finance Transformation Senior Manager at Kraft Heinz

May 23, 2023

The role of Financial Planning and Analysis (FP&A) leaders has evolved, and they must adapt to lead their teams effectively in the age of AI. The author of the article outlines what FP&A professionals should do to drive organisational success with the help of Artificial Intelligence.

FP&A Trends Digest: Issue #88
May 20, 2023

In this issue of our newsletter, we shed light on the transformative potential of Scenario Planning in Financial Planning & Analysis. Included below is a selection of articles and short videos that explore the advantages and strategies of FP&A Scenario Planning, along with a valuable eBook resource that delves into the profound impact of this technique.

Amsterdam FP&A Board: The Power of Transitioning to xP&A

By Hidde Van Melle, Experienced FP&A Professional

May 19, 2023

The Amsterdam FP&A Board met on Tuesday, 9 May 2023. Senior FP&A practitioners from diverse sectors attended it to discuss Moving from FP&A to Extended Planning and Analysis (xP&A). This article covers the key takeaways from this meeting.

Deploying AI/ML for Planning, Budgeting and Forecasting: How Artificial Intelligence Can Streamline Our Operations

By Jahnvi Patel, Senior Financial Analyst, Global FP&A at McCain Foods

May 19, 2023

This article summarises the key takeaways from the FP&A Trends Webinar on deploying AI/ML in financial planning, budgeting, and forecasting hosted on the 10th of May, 2023.

Making Driver-Based Planning Work for Your Company – the Missing Link

By Douglas Yeung, Director of Business Operations at 8x8

May 18, 2023

In this article, the author explains the challenge of translating the impact of business activities or initiatives devised after the planning cycle. This article provides a comprehensive view of mitigating it in the post-planning part of the cycle with the FP&A team’s involvement and applying Driver-Based Planning.

Microsoft Central Forecast Case Study
May 18, 2023

In this video, Charles Peter, Finance Director Global sales, marketing and operations at Microsoft, shares his experience of planning and forecasting optimisation and outlines Microsoft's journey to simplification.

Moving from FP&A to Extended Planning and Analysis (xP&A)
May 18, 2023

Join the face-to-face Stockholm FP&A Board on September 19 and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The Long Journey from FP&A to Extended Planning and Analysis (xP&A)

By Sphiwe Blose, Experienced Senior Finance Director

May 18, 2023

The 9th in-person Brussels FP&A Board met on the 11th of May 2023 at the beautiful Spaces Manhattan Center in Brussels to discuss the evolution from Financial Planning and Analysis (FP&A) to Extended Planning and Analysis (xP&A).

Embracing Analytical Excellence: Frankfurt FP&A Board Highlights
May 17, 2023

The Frankfurt FP&A Board Members met on the 17th of May, 2023, to discuss the most critical steps on the journey to Extended Planning and Analysis (xP&A).

Munich FP&A Board Feedback, 13 May 2025
May 17, 2023

Munich FP&A Board Feedback Form - 13 May 2025

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter 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

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

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

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