Dear colleagues,

For years, we have been perfecting reports and templates, while the operational inputs — the everyday signals that actually move results — haven’t kept pace. No surprise 45% of FP&A teams still lean on Excel for core cycles, and why only a small number can run scenarios at the speed the business needs, as the latest FP&A Trends Survey shows. And now, as AI enters the picture, those weaknesses suddenly stand out a lot more.. One CFO described it perfectly: “It just gives you the wrong answer… faster.”

In this digest, you’ll find a selection of FP&A Trends Papers and the FP&A Maturity Model Assessment. I chose them because they get underneath the surface — past the templates — and into the foundations that genuinely drive FP&A transformation.

I hope they spark the right conversations.

Best regards,

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

AI has become finance’s most overused — and most poorly implemented — promise. Many organisations are racing to deploy it, yet few are structurally ready for what follows: governance, model explainability and data discipline. The real breakthrough comes when AI strengthens, not replaces, human judgment.

Read this research to benchmark your AI readiness against global FP&A community. It reveals where adoption is accelerating, where capability gaps still dominate, and what design choices determine whether AI becomes a true accelerator of insight or simply magnifies existing noise.

Finance transformation often begins with dashboards but dies quietly in the data layer. Beneath every “modern” front end sit the same issues: siloed logic, inconsistent definitions and manual data stitching. The real challenge isn’t visualisation, but the architecture that makes insight possible.

Read this paper to explore how leading companies are rebuilding their analytical architecture for real-time, connected planning. It introduces the Model Map to link operational drivers to financial outcomes and provides a structured Analytical Maturity Model to assess how far your organisation is from true connected planning.

Many organisations talk about agility as if it’s a mindset problem, when in reality it’s an architectural one. FP&A often inherits layers of processes, definitions, and decision rhythms that were never designed for volatile environments — then wonders why “transformation” stalls. The tension between structure and speed is where most teams get stuck.

Read this paper to explore the deeper mechanics behind organisational agility in FP&A. It lays out the strategic building blocks — the frameworks, maturity layers, and enablers — that help teams modernise without chaos, and gives finance leaders a clearer path toward an FP&A function built for continuous change rather than episodic fixes.

Every finance team says it wants to “advance,” but what does progress really look like? The FP&A Maturity Model Assessment turns that ambition into a measurable journey. It defines what best practice looks like — from descriptive reporting to predictive, AI-enabled foresight.

Explore and use assessment to locate your current position across five dimensions — Leadership, Process, Data, Technology, and Skills — and uncover what’s holding you back. It is both a mirror and a roadmap: clear, evidence-based, and built to guide the next phase of FP&A evolution.

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 December, 2025

Generative AI is no longer an experiment. In leading finance teams, it’s already reshaping how forecasts are built, reports are written, and insights are delivered.

Register for this webinar to explore how teams are moving beyond pilots toward meaningful integration — combining human judgment with Generative AI to build a more confident, responsive finance function.

21 January, 2026

FP&A is entering a new era. As Agentic AI moves from concept to practical use, the expectations placed on FP&A teams will shift sharply. Routine work will decline. Decision support will expand. And new responsibilities will emerge as professionals learn to orchestrate and govern digital workers.

Register for this webinar to get a grounded view from senior finance practitioners and thought leaders on how FP&A roles are evolving, which skills will matter most, and what leaders can start doing now to build a more resilient, future-ready team.

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