Dear colleagues,

Greetings from beautiful Brussels! I’m traveling again to facilitate another round of International FP&A Board meetings. This is the second city on my journey, and each session continues to inspire with insightful discussions. Our global FP&A community is expanding rapidly, and at every meeting, I see how dynamic the transformation journey is for FP&A teams worldwide.

In this edition of the digest, we focus on transformation with the FP&A Trends Maturity Model. Born and refined through years of collective expertise from senior professionals and thought leaders across 33 FP&A Board chapters in 19 countries, this model has become a trusted guide for companies seeking to elevate their FP&A practices.

We’ve curated articles, video presentations, and research papers that demonstrate how this unique and practical tool can help you benchmark your capabilities against best practices and create a tailored transformation roadmap for your organisation. As usual, you can find invitations to our upcoming webinars at the end of this issue. I also invite you to assess your FP&A function’s maturity with our comprehensive free tool, designed to identify strengths and areas for improvement.

Enjoy the insights!

Best regards,

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

Over the last 8 years, the International FP&A Board has developed the FP&A Maturity Model, which aims to help you intelligently map the path to success. Today, it stands as a result of the invaluable contributions and insights from thousands of senior finance practitioners in 33 International FP&A Board chapters across 19 countries on four continents.

FP&A Trends Maturity Model Assessment is an interactive questionnaire that allows organisations of any size, industry, and geography to identify the stage of their FP&A maturity compared to the leading stage and create their own transformation journey.

To start assessment, please click here.

By Rudie van Dijk, Group FP&A Director at TIP Group

Transitioning to Advanced FP&A is more than just adopting new tools—it's about evolving your entire approach to planning, analysis, and decision-making. This case study takes you behind the scenes of a real-world transformation, showcasing the challenges and triumphs of a finance team that successfully moved beyond traditional methods.

Read this article to explore a detailed case study and learn how to use the FP&A Trends Maturity Model to transform your team.

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

Implementing Rolling Forecasts is a great starting point for your FP&A Transformation. This approach will help you elevate your FP&A Maturity and reach the leading state, guiding your organisation from monitoring to driving performance. But what exactly should FP&A professionals consider before embarking on this transformative journey?

Read this article, where the author outlines how to implement Rolling Forecast and enjoy the benefits that will follow.

By Pieter Van Loosbroek, Global Process Lead FP&A at The HEINEKEN Company

Transforming the FP&A function in a global company takes more than just adopting new tools — it requires rethinking how processes, technology, and people come together. Heineken’s journey offers a powerful example of how to break down such complexities, streamline operations, and create a unified, agile function that drives real value.

Watch this short video to learn how Heineken leverages the FP&A Trends Maturity Model to assess and elevate their FP&A capabilities. See how they identify improvement areas, set ambitious goals and build a strategic roadmap, turning insights into action that enhances performance across the organisation.

FP&A teams are facing increased pressure to evolve and meet the demands of a rapidly changing world. But it’s not just about improving processes—true transformation involves upgrading the mindset, technology, and the ways FP&A professionals collaborate with the rest of the business. Understanding where your organisation stands on this journey is critical for unlocking new levels of strategic value.

Read this paper to discover how the FP&A Trends Maturity Model can help you assess your current capabilities and chart a clear path toward advanced FP&A practices, ensuring you remain competitive and forward-thinking.

This paper, the third in a series on the FP&A Trends Maturity Model, explores how three soft dimensions of the model – leadership, skills, and business partnering – alongside the influence of technology, shape the evolution of FP&A, offering practical strategies for FP&A excellence.

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.

9 October 2024

Harmonizing strategic, operational, and financial planning processes is crucial for best-in-class FP&A. This holistic approach, known as Extended Planning and Analysis (xP&A), transforms FP&A by integrating planning horizontally across departments and vertically throughout organisational levels. How can your FP&A department achieve this integration?

Register for this webinar to learn how the FP&A Trends Maturity Model can help with this. Developed over eight years by hundreds of senior practitioners and International FP&A Board members, this benchmarking and transformation tool offers a balanced approach to transforming your organisation and achieving xP&A.

16 October 2024

FP&A's role as a business partner is increasingly vital, shaping and challenging key business decisions. The 2024 FP&A Trends Survey reveals that 50% of organisations now prioritize Business Partnering skills, a 9% rise from last year. In the age of AI, this role is even more influential, leveraging advanced data insights for smarter, faster decisions. How can you achieve best-in-class FP&A Business Partnering?

Register for this webinar to explore the crucial role of FP&A Business Partnering in the AI era and its potential to drive strategic success. Participants will gain insights into transforming roles and capabilities, practical implementation steps, and leveraging AI-driven technology to enhance Business Partnering.

23 October 2024

In today's data-driven world, the difference between ordinary financial reports and impactful business insights lies in the power of FP&A Storytelling. Imagine being able to transform complex data into compelling narratives that not only inform but inspire strategic decision-making and drive business success. This is the new frontier of Financial Planning & Analysis.

Register for this webinar to explore the Vitality Insurance Case Study, where we will unlock the power of FP&A Storytelling.

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