FP&A Guides

AFP FP&A Guide: Finance Agility: Change is Part of the Plan
Underwritten by Workday

Change and disruption are inevitable; in response, finance must intentionally build agile practices into its work to help develop resilient companies that can meet their goals in the face of disruption. This guide presents three axes of action to pursue agility, with specific ideas for supporting activities. 

AFP FP&A Guide: Get Your Talent Right
Underwritten by AARP

This guide presents different studies from organizations that will help you get your talent right, from finding the right company-candidate fit to navigating a career. It's designed for two audiences: individuals considering ways to advance their careers, and managers/leaders seeking to develop their teams. 

AFP FP&A Guide: Get Your Data Right
Underwritten by Workday

The AFP FP&A Guide, underwritten by Workday, presents case studies showcasing how organizations address data challenges in the digital transformation process.

The Transition from Accounting to FP&A

Transitioning from accounting to FP&A? The 2022 FP&A Guide outlines the differences and steps needed for a successful career transition. Discover the essential skills for a smooth change.

Becoming a Value-focused Finance Organization
Underwritten by Workday

Global finance thought leaders present pathways to address challenges and enhance the role of the finance organization.

AFP Guide to Financial Modeling and Model Supervision
Underwritten by Board

Modeling plays a crucial role for finance leaders in reporting, analysis, planning, and risk management. Learn how it aligns with corporate objectives.

Scenario Planning
Underwritten by Workday

Integrate scenario planning into your overall planning process with practical steps outlined in this guide.

Career Pathing

Learn about the importance of agile and adaptable career strategies for FP&A practitioners in the ever-changing business landscape.

Increasing FP&A's Effectiveness by Integrating Risk Management

Incorporate risk management principles into FP&A practices for enhanced decision-making and mitigation of uncertainties.

AFP Guide: Selecting Planning Software (Part 2)

Learn how to select planning software for your organization's implementation process, including structuring, stakeholder interactions, and contract negotiation.

AFP Guide: Implementing Planning System: Part 1, Laying The Groundwork
Underwritten by Adaptive Insights

Implement planning systems successfully with AFP's guide. Lay the groundwork for efficient planning and reporting in FP&A.

The FP&A Maturity Model

Assess your FP&A practices against the AFP Maturity Model 2.1, which maps tools and activities in modeling, planning, forecast development, data planning, and business partnering.

How FP&A Can Become a Better Business Partner
Underwritten by Workiva

FP&A is increasingly recognized as a true business partner. This guide examines each of the building blocks FP&A needs to construct a strong business partnership.

Integrative Intelligence
Underwritten by Microsoft

Integrative Intelligence changes work dynamics, driving decisions through collaboration.

Leveraging Business Statistics: Use Cases for Finance
Underwritten by Workiva

FP&A and finance professionals highlight overlooked statistical tools and explain their benefits for understanding and analyzing data.

Your Roadmap to the Future of Finance

New macro forces are creating new capabilities resulting in new models for work. To succeed, you need to master key dimensions of FP&A.

Making Excel Work for FP&A
Underwritten by Vena Solutions

Explore recent advances in Excel and third-party solutions to maximize its functionality for financial professionals, as featured in AFP's FP&A Guide.

Planning in the Age of Volatility
Underwritten by Workiva

There are myriad ways that volatility can impact a business. This guide examines how FP&A can prepare for volatility, and react quickly when it occurs.

How FP&A Can Develop Effective Presentations
Underwritten by Workiva

Gain strategies for delivering effective presentations as part of the FP&A department's communication plan, targeting other business units, upper management, and the board of directors.

Building an Integrated Business Planning Capability
Underwritten by Anaplan

Integrated business planning facilitates optimal capital deployment. Explore the role of financial planning and analysis in this comprehensive guide.

AFP Guide to Zero-Based Budgeting 2.0

There’s a new brand of zero-based budgeting (ZBB) out there. It’s at once more strategic and more targeted.

AFP Guide to Big Data

Explore how Providence Health & Services and Payless ShoesSource are utilizing big data strategies in finance to make smarter business decisions. Big data adoption is inevitable in the industry.

AFP Guide to Driver-Based Modeling

Driver-based modeling links business drivers to financial outcomes, allowing FP&A teams to come up with more accurate forecasts and drive better decisions.

AFP Guide to Addressing the FP&A Talent Gap

FP&A chiefs are facing a gap between the talents they need to move finance to it's next level and what they seem to find in the market place.

AFP Guide to Implementing a Rolling Forecast

Understand the shift from traditional fiscal year-end forecasts to rolling forecasts, driven by the need for faster decision-making in an unpredictable economic environment.

AFP Guide to Improving Analytics

Analytics tools for FP&A professionals are more precise than ever.

AFP Guide to Shortening the Budget Cycle
Sponsored by Workiva

The traditional budgeting process is losing traction. Companies realize that a 12-month budget does not mesh with today’s dynamic environment.

AFP Guide to FP&A Organizational Structures
Sponsored by Workiva

This guide explores the various approaches to an FP&A organizational structure.

AFP Guide to Demystifying Risk-Adjusted Forecasting
Sponsored by Workiva

By incorporating a wide range of assumptions, risk-adjusted forecasting can provide companies with a greater understanding of potential risks and mitigation strategies.

AFP Guide to Making Capital Allocation Decisions

Understand the impact of capital allocation decisions on company performances and economic growth, considering the significant cash reserves held by companies.

AFP Guide to FP&A Systems

This FP&A guide explores the trends that are driving system development and emerging software capabilities, from cloud computing to mobile access.