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The FP&A Trends Webinar. Navigating Uncertainty: FP&A Analytical Transformation Case Study
December 8, 2022

At the FP&A Trends on December 7th Natalie Harden, Chuy’s VP of Finance & Investor relations, shared her formula of success of analytical transformation from A to Z in their journey. 

Integrated Cash Flow Planning: How to Achieve it?
December 6, 2022

Watch this video from Garrett Dennie to learn how process and integration can pay valuable dividends.

FP&A Integration: The Winning Formula

By Michael Conley, Technology Director CCH® Tagetik at Wolters Kluwer

December 5, 2022

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

FP&A Trends Digest: Issue #77
December 3, 2022

This digest provides a wide view of how flexible systems, AI/ML and Robotic Process Automation (RPA) will help you win valuable time and create a more mature organisation. We hope this issue will help you find a direction for your transformation journey.

The 6th Face-to-Face Seattle FP&A Board Meeting Summary
December 2, 2022

The Seattle FP&A Board met on May 24th, 2022, to debate what FP&A learned from the Pandemic.

A Case from Sandoz: Analytical Transformation of FP&A using AI/ML and RPA
December 1, 2022

Watch this video to learn a Case Study from Sandoz about the Analytical Transformation of FP&A using AI/ML and RPA.

Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)

By Zorina Sendler, Head of FP&A at EisnerAmper

December 1, 2022

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

Five Critical Roles for Building a World-Class FP&A Team
December 1, 2022

Zurich FP&A Board will gather in February 2023 to discuss trends in FP&A skills and capabilities.

Five Critical Roles for Building a World-Class FP&A Team
December 1, 2022

The event is proudly sponsored by Wolters Kluwer and CCH® Tagetik:

FP&A Trends Research Paper 2022: FP&A Board Maturity Model: Achieving Intelligent Transformation
November 30, 2022

Research for this paper focused on delving deeper into the most mature level – Level 5, Leading State. The purpose was to provide a road map for FP&A Intelligent Transformation that guides departments in how best they can serve their organisations.

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Future Meetings

  • Digital
  • In person
Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

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

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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FP&A Roles Reimagined for the Agentic AI Era
 
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