Dear colleagues,

Greetings from сharming San Francisco!

I continue my FP&A tour. A lot of interesting insights from International FP&A Board members collected and managing Profitability Analysis emerge as a hot topic among them.

Here is the question: How can we manage profitability in uncertain times? In this edition of our newsletter, you'll find articles and a short video that explores the advantages and strategies for Profitability Analysis.

As you are probably aware, we launched our 8th annual 2024 FP&A Trends Survey. Almost 300 finance practitioners around the world submitted their answers, and I am inviting you to participate in this global survey. Answering the questions takes just 10-12 minutes, and in return, you will be among the first to receive our comprehensive survey report in July 2024.

Kind regards,

Larysa Melnychuk, CEO and Founder
FP&A Trends Group & International FP&A Board

By Gizelda Ekonomi

The transformation journey to implement an Enterprise Profitability Programme (EPP) is a dynamic process that demands strategic foresight, adaptability, and collaboration. How can businesses navigate this journey successfully?

Read this article by Gizelda Ekonomi, Senior Commercial Finance Manager at Vodafone UK, to learn the most common mistakes and success factors for implementing the Enterprise Profitability Programme.

By Parth Kulkarni

Executives often face the dilemma of prioritising growth or profitability. In this series of articles, we delve deeper into the importance of finding the right balance between growth and profitability and consider the importance of strategic financial planning.

In this article, Parth Kulkarni, Director FP&A at Adobe, explores the Zone to Win (ZTW) framework as a proven and powerful decision-making tool that can help managers and businesses achieve this balance.

By Amarnath Kamath

In navigating uncertain times, organisations prioritise sustained profitability through integrated xP&A techniques. This strategy is supported by four pillars - People, Process, Data, and Technology.

What are the five essential tools within the Technology pillar that aid in synergising the other?

Read this article by Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines AXA Group Operations, to discover five elements of the Technology pillar.

By Monte Swain

While filling in for a colleague at one of America's major companies in the summer of 1914, Donaldson Brown crafted an ROI model centred on three main factors: sales, investment, and cost. Now, Monte Swain, a professor at Brigham Young University, introduces a fresh model from the Profitability Analytics Centre of Excellence (PACE) that revisits these fundamental elements of the Dupont framework.

Watch this video by Monte Swain, Brigham Young University professor, to learn how this new model can help you track cost and revenue drivers effectively and build a successful, informative ROI strategy.

FP&A Trends digital events are vendor-agnostic and complimentary. If you are not able to join the live session, you can register to receive the recording later.

10 April 2024

Unlock essential FP&A team skills in our complimentary webinar, drawing on insights from discussions with International FP&A Board members across 32 chapters in 18 countries and extensive research. We've pinpointed the top 5 key roles crucial for excellence.

Register for this webinar for expert insights and examples of how technology is transforming FP&A. Unable to attend live? Register to receive the recording and access our invaluable insights at your convenience.

17 April 2024

Discover how finance teams can shift from reactive, static planning to real-time scenario planning and drive greater enterprise value by modelling multiple scenarios instantly, identifying potential risks and opportunities and making faster, more informed decisions.

Register for this webinar to learn practical insights and recommendations from senior finance practitioners and thought leaders from Autodesk and Deloitte.

FP&A Trends Group is launching the 8th Survey to analyse up-to-date issues affecting the performance of FP&A departments and deep dives into the evolving role of Financial Planning & Analysis.

Your contribution will help us understand the most crucial challenges within modern FP&A and define what needs to be overcome. In return, we will share the final report with you in July 2024. Therefore, I cordially invite you to spend 10-12 minutes completing the FP&A Trends Survey 2024. Sharing this questionnaire with your network is highly appreciated.

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