Dear colleagues,

This week’s edition is all about the next step forward: Extended Planning & Analysis. Beyond tools and processes, we are asking what it really takes to lead planning that is collaborative, agile and deeply connected to the business. From operational metrics to the mindset behind the transformation, these perspectives are designed to challenge, inspire and equip.

What does it really mean to be ahead of change — not just reacting to it, but anticipating it, shaping it, owning it? FP&A is at a turning point, and your experience is part of the story.

This is the final call to participate in the annual FP&A Trends Survey — a unique chance to contribute to the future direction of our field. The survey takes just 10–12 minutes, but the impact of your input is lasting. It’s a small effort that plays a big role in shaping the trends, insights, and innovations that define our profession.

Best regards,

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

The world of FP&A is changing fast, and so are the expectations, technologies and skillsets shaping its future. Our annual FP&A Trends Survey is your chance to share what is really happening in your team, your tools and your thinking.

We want to hear from professionals like you — whether you are leading a transformation, navigating complexity or building the foundations for smarter planning. Your insights will help create a clearer picture of where finance stands today and where it is headed next.

Click here to start the survey.

By Marcia Williams, Founder and Managing Partner at USM Supply Chain

xP&A can’t function without a solid grip on the basics. These seven metrics cut through complexity and spotlight what really drives operational performance. They are not just helpful — they are foundational.

Read this article to see which KPIs must be mastered before scaling integrated planning.

By Sahil Kamani, Senior Financial Controller at Elli

CFOs are setting the pace and direction of xP&A. This shift demands choices: where to focus, what to empower, and how to build alignment across the business. It starts with clear intent.

Read this article to explore five leadership priorities that anchor successful xP&A shifts.

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power

You can change systems overnight, but changing how people think and work takes more. This talk goes inside a real transformation, showing what it means to lead with curiosity, build credibility and create space for growth. It is not about new titles — it is about new behaviours.

Watch this video to learn how mindset and skillset shape the success of xP&A from the inside out.

Integrated FP&A reflects more than progress — it demands a shift in mindset. This paper breaks down the seven core capabilities that make the transitionpossible, from dynamic planning to strategic influence. It is a practical blueprint for moving beyond disconnected reports toward continuous, connected decision-making.

Read this paper to understand what truly drives integration and how to build it into your FP&A model.

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.

24 April 2025

Why do so many finance teams still struggle with outdated processes, rigid systems and siloed data—despite investing in digital transformation? Agility isn’t about adding more tools; it’s about creating an FP&A ecosystem that enables speed, precision and strategic foresight. But how do we break free from legacy bottlenecks and build a system that truly drives impact?

Register for this event to explore practical steps finance leaders are taking to integrate key elements, streamline workflows, and create a smarter, faster and more connected FP&A function.

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