Join Us in Defining the Future of FP&A

We are soon closing our annual FP&A Trends Survey, and I am inviting you to participate in this critical research. Join our mission to trace and track the trends and issues shaping our profession today. Your valuable contributions will help us identify the biggest challenges in FP&A today so that professionals can be equipped to face them.

Take a few moments to share your thoughts and experiences, and complete our survey. It takes only 10-12 minutes, and entitles you to be among the first receiving our comprehensive report in July 2023.

FP&A Trends Research Paper 2023: Empowering FP&A to Bridge the Strategy-Execution Gap

Most of us have experienced it: a desire to succeed on your part or the part of your organisation, only to be faced with an ineffective planning process. In turn, you’re asked to achieve unrealistic strategic goals! If you’ve been in this position, you’ve been at the mercy of the "Strategy-Execution Gap" (SEG). The FP&A Trends Group recently released a research paper exploring how FP&A professionals can act to bridge or eliminate the gap with a 5-level Strategy Execution Maturity Model, starting at the most basic level through to Leading as required by Integrated FP&A.

Drawing the Line Between Strategic and Tactical Planning

By Michael J. Huthwaite

Driver based planning and Rolling Forecasts have been two of the hottest subjects in FP&A in recent years. Even though these concepts represent obvious choices for better predictive planning, many companies still need help implementing them successfully. So why are so many companies struggling to master driver-based planning and rolling forecasts? Knowing the difference between strategic and tactical planning and their processes is the answer. Director of Product Management, Intelligent Reporting at Walmart describes five definite signs for drawing the line between optimal Strategic and Tactical planning in this article.

Strategic Planning Is about ‘Talks & Figures’

By Richard Reinderhoff

A ‘financial’ strategist is a strategist first, and a financial second. For decades financial professionals have been applying solutions to become a strategic business partner for the C-suite. So how can we turbocharge financials into strategic partners without the need for any significant investment? The author argues in this article that reverse engineering the role of finance professionals is the solution to ensuring they can talk the right talk and illustrate it with the right figures. Read on to find out more.

How to Bridge the Strategy and Planning Gap: Experiences in Technology Start-Up Organisations

By Matt Armstrong

How can we bridge the strategy and planning gap in start-up organisations? FP&A Director at Wish, believes that applying a few key tactics will ensure the transition from a start-up to a mature business and better prepare the company to reach its future goals. Check out this article to learn more about some best practices in a strategy and planning lifecycle for a marketplace business, why these practices fall short in start-ups, and what tactics can help change the culture towards planning.

Video: Emirates Airline Case Study: Revenue Planning Strategy under the ‘Next Normal’

By Anand Lakshminarayanan

How can we reset our revenue planning to make it agile enough to adapt to new trends? Traditional revenue planning requires a careful balance of science and art, connecting the dots to build a meaningful picture. As behaviours, expectations and planning fundamentals change, keeping that balance becomes more difficult. Watch this video from the Senior Vice President of Revenue Management & Airline Partnerships at Emirates Airlines, to find the answer to the above question.

For more resources on FP&A Strategic Planning, please click here.

Key FP&A Challenges and How to Address Them

FP&A function has become more strategic and influential over time, guiding organisational performance and supporting the decision-making process. However, there are still many challenges faced by FP&A in turbulent times that can reduce its effectiveness.

Register for this webinar to find out how to overcome and harness benefits from these upheavals, improving the effectiveness of your FP&A function.

Digital FP&A: Deploying AI/ML for Planning, Budgeting & Forecasting

Amid threats of recession, banking collapse, an increasingly tight labour market and rising rates, organizations have heightened their focus on efficiency and profitability. FP&A teams have been asked to do more with less, fueling a desperate search for productivity. This session will focus on how FP&A teams can take advantage of AI and machine learning technologies to drive faster cycle times and foster increased agility.

Join this webinar o hear some practical insights from senior practitioners and thought leaders on the subject.