This guide breaks down the 2025 Financial Planning Blueprint, offering actionable insights to help finance teams navigate uncertainty, optimize costs, and drive strategic decision-making. Whether you’re a CFO, FP&A professional, or business leader, these strategies will ensure your company thrives in.. Read more
June 15, 2025
Aligning OKRs with Financial Planning: A Strategic Blueprint for Success
In today’s fast-paced business environment, finance leaders face unprecedented challenges—market volatility, shifting priorities, and the constant pressure to deliver measurable results. Traditional financial planning, often rigid and backward-looking, struggles to keep up. Enter Objectives and Key Results (OKRs), a dynamic framework.. Read more
June 6, 2025
FP&A Best Practices: Top 10 Principles of Effective Budgeting & Forecasting
In today’s fast-changing business landscape, traditional budgeting and forecasting methods often fall short. Companies spend months crafting meticulous plans—only for them to become obsolete within weeks. The Business Partnering Institute (BPI) addresses this challenge in The Planning and Forecasting Blueprint, a powerful guide.. Read more
May 1, 2025
Financial Planning is Dead – Long Live Agile Financial Planning!
The message is clear: Financial planning as we knew it is over. Companies that thrive will be those that adopt agile, data-driven approaches—combining the best of human expertise with AI-powered insights.
March 22, 2025
Best Practices of Budget Execution and Reporting
“Budget Execution” consists of two articles by Julio Martínez and provides a practical guide on how to effectively manage and execute activities after a budget has been prepared. It emphasizes the importance of execution, accountability, and continuous monitoring to ensure that.. Read more
March 15, 2025
How to Build and Scale a Top-Notch FP&A Team
“Growing and Scaling a Top-Notch FP&A Team,” is a comprehensive guide for finance leaders aiming to build and scale a high-performing Financial Planning & Analysis (FP&A) team. It provides step-by-step instructions, best practices, and pro tips to help FP&A teams evolve.. Read more