Planning and Forecasting Resources

How to Navigate FP&A Like a PRO

Learn how to evolve your FP&A team into its most efficient form through ‘focusing on the one thing that will change all things,’ with Lance Rubin (Model Citizn).

Video Round-Up: Object-Level Security in Power BI and FP&A Success

Learn about the new Object-Level Security (OLS) feature in Power BI and watch two experts share their tips for FP&A success on Collectiv Conversations.

FP&A: The HEART & SOUL of Business

Sharpen your knowledge and skills on bringing value to and through your FP&A team with Mohamed ELRouby, Head of FP&A at Takeda.

Why Predictive Planning is the Future of FP&A Planning

Predictive planning is a key FP&A trend to implement. Learn how predictive analytics helps you prepare for risks and opportunities in the future.

The Secret Formula for FP&A Success

Join CEO of Treasury Webinars, Ernie Humphrey, as he discusses best practice approaches to better connect FP&A teams through full-circle collaboration.

How to Be a Professional Brainstormer

Empower your FP&A team to step out of their comfort zones with best practice advice from Akshar Finance Director, Tejas Parikh!

Video Round-Up: Power BI Crash Course and Microsoft’s Jesse Todd

Enjoy a Power BI crash course, learn about Power Apps alternate row colors and Analyze in Excel, and see Microsoft’s Jesse Todd on Collectiv Conversations.

How Microsoft Evolved to FP&A 2.0

Learn how Microsoft transformed their finance department through agile, data-centric strategies from Group Finance Manager, Jesse Todd.

FP&A Trends and Lessons That Are Still Playing Out in 2021

FP&A thought leaders Terrell Turner and Chris Ortega discuss 2020 FP&A trends and lessons that are still relevant in 2021 and share their recommendations.

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