Dear colleagues,

Nowadays, organisations have accelerated their analytical transformation not only to survive but thrive in this era of uncertainty.

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. Initially conceived by the London FP&A Board in 2016, today, it stands as a result of the invaluable contributions and insights from thousands senior finance practitioners in 30 chapters across 16 countries on four continents. The model reflects extensive research, current realities, and the latest developments in FP&A best practices.

This powerful tool allows companies of all sizes and industries assess their current state of FP&A maturity, identify areas of improvement and embark on the journey of intelligent transformation.

And now, I am thrilled to offer you the opportunity to use this game-changing model through the interactive assessment tool available on our website. With just a few clicks, you can learn where you are on the maturity ladder.

In this issue, you will also find a selection of content to help evaluate FP&A maturity in your company.

Embrace this opportunity to be at the forefront of the FP&A revolution and steer your organization towards a successful future. Feel free to share this free tool with your colleagues.

Best regards,

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

The FP&A Trends Maturity Model Assessment, a powerful tool based on extensive research and developed by the International FP&A Board.

This tool is an interactive questionnaire that helps you to assess your organisation's FP&A maturity compared to industry leaders and create a transformation journey to enhance your financial planning and analysis.

To start assessment, please, click here.

Intelligent Transformation is more than just the application of technology. It redefines how stakeholders collaborate, the organisation’s approach to analysis, and how management processes are conducted throughout the enterprise.

That is why our research paper focuses on the Maturity Model categories of Process, Data & Analytics, and Technology. We found common practices within each of these that enabled organisations to move closer to Intelligent Transformation.

The paper delves deeper into the most advanced level of FP&A Maturity – Level 5, Leading State. Based on interviews with senior finance practitioners and thought leaders from around the globe, it provides a road map for FP&A Intelligent Transformation that guides departments in how best they can serve their organisations.

Read the research paper to go into more details.

By Larysa Melnychuk

FP&A transformation has become crucial for driving organisational performance and maintaining a competitive advantage. But to achieve it, organisations must master not only the hard but the soft dimensions that underpin the process and culture.

This article emphasises the significance of Leadership, Functional Roles, and Business Partnering as catalysts for FP&A transformation and explores five steps to help you embark on your transformational journey.

Read this article to learn more.

By Svetlana Sigalova

In this video, Vice President of FP&A at Moderna, showcases her experience with the intelligent transformation from the "Data & Analytics" angle.

Svetlana tells us about the explosive growth Moderna has undergone. She speaks about the challenges the company faced at the beginning of the pandemic and how they achieved master data governance, data integrity, Scenario Modelling and more.

Watch this video to learn more about Moderna's way to Intelligent Transformation.

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.

12 July 2023

We are pleased to announce the release of the 2023 FP&A Trends Survey, and share the key findings with you. The analysis, along with results from previous surveys with over 2000 total responses over seven years, sheds light on the evolving landscape of FP&A and the challenges organisations face in achieving their objectives.

Join this webinar to explore the latest trends and developments in FP&A based on the survey results.

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