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FP&A Insights

Blogs, webinars, and whitepapers to help optimize your FP&A performance.

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Running the Altman Z-score in every FP&A loop

Cash flow forecasting for mid-market CFOs: the driver architecture that holds up across healthcare, nonprofit, manufacturing, distribution, and professional services

Everything You Need to Know About EBITDA

What if changing your GL didn't reset your FP&A to zero?

Great Plains and QuickBooks Desktop both have end-of-life dates. Here's what they actually mean for your FP&A, whether you stay or go.

The Legacy-GL FP&A Integration Scorecard

What a Monthly Close Actually Looks Like on a Legacy GL

The Field Guide to On-Premises GLs: Dynamics GP, Sage 100, Blackbaud FE NXT, MIP, QuickBooks Desktop, Epicor, Deltek, SYSPRO, Multiview, and the FP&A layer each one deserves

The Connector that Holds vs. the Connector that Flakes

The two-week close is a choice, not a healthcare constant

Multi-Location Nurse Wage-Mix Worksheet

Multi-Entity Healthcare Consolidation is Three Different Problems. Excel Treats it as One.

Healthcare Workforce Planning: The $10M Wage-Mix Gap in Your RN Budget

The CFO Review Podcast: Ep 4: From Zero Employees to a $100M Exit: The Blueprint for Becoming a Strategic CFO

The Best FP&A Software in 2026: A Buyer's Checklist

Why Nonprofits Are Moving Away from Spreadsheet Budgeting — And What AI-Powered FP&A Is Doing Instead

The CFO Review Podcast Ep 3: Why Curiosity Is the Most Underrated Skill in Finance

Why AI Is Making Rolling Forecasts the New Standard for FP&A Teams

The FP&A Software Guide for Professional Services Firms: What to Look For and Why It Matters

Why the "Wrong" Career Move Was the Smartest Thing Bo Meissner Ever Did

The CFO Review Podcast: Ep 2: Bo Meissner on Mission-Driven Finance, P&G, and Building the Seat He Wanted

Financial Data AI-Readiness Assessment

Nonprofit Fund Accounting + FP&A: How to Bridge the Gap

Multi-Entity Consolidation for Sage Intacct Users: What Excel Can't Do

FP&A Software for Sage Intacct Users: What to Look For

Dimensional COA: Depth Matters More Than You Think

Native API vs Middleware: What Breaks in Practice

Top 10 AI-Enabled FP&A Software Platforms for Midmarket Finance Teams (Q2 2026)

A Finance Leader's Guide to Getting Your Data AI-Ready

The CFO Review Podcast: Episode 1: He Turned Down Lehman Brothers. Two Months Later Rackspace Called.

Karl Pichler Didn't Plan on Becoming CFO. That's Part of What Made Him Good at It.

How Financial Planning Looks in Fast-Growing Companies: What Changes and What Stays

How an FP&A Tech Stack Looks in Tech Companies: The Layers That Matter

The Best Tech Stack for Finance Teams: What the Most Successful CFOs Prioritize

How the Most Successful Finance Departments Hire in High-Growth Industries

How to Successfully Grow an FP&A Team in a Growing Company

What Are the Best Strategies That FP&A Teams Adopt in High-Growth Companies

Top Advice for FP&A Teams in Rapidly Growing Companies

Best Hiring Practices for FP&A Teams to Support Company Growth

How Successful Corporate Financial Planners Communicate with Their CFOs

How a CFO Can Successfully Propose a New Financial Direction for Their Company

How to Do Financial Projections for a Business Plan: A Step-by-Step Guide

Best Practices for Corporate Financial Projection: What Separates Good Projections from Great Ones

Top Advice from CFOs on How to Manage Their Relationship with the CEO

How CFOs Form a Narrative Around Their Financial Projections

How CFOs Are Using AI for Corporate FP&A: What the 2026 Data Shows

Cloud-Based Corporate Financial Planning Software: What to Know Before You Choose

Corporate Financial Planning in the Age of AI: What's Real, What's Next, and What to Do Now

How AI Can Help in Corporate FP&A: A Practical Guide for Finance Leaders

Financial Management Tools for Mid-Size Businesses: What Actually Moves the Needle

How to Choose FP&A Software for a Small Business: A Practical, No-Nonsense Guide

Best Practices for Financial Planning for a Business: What Actually Works in 2026

The State of the Industry for Financial Forecast Tools in 2026

How to Choose SaaS Financial Planning Software for Your Company

Financial Projection Software in 2026: What's Changed, What Matters, and How to Choose

Excel Alternative for Budgeting: A Comprehensive Guide to Making the Switch

The AI Impact on Budgeting for Mid-Size Companies in 2026

How FP&A Teams Can Position Themselves to Better Use AI

How AI Is Shaping Financial Planning in Mid-Size Companies in 2026

Financial Modeling Software: When Your Spreadsheet Models Reach Their Structural Limits

Planning and Budgeting Software: How to Unify Your Finance Team's Fragmented Processes

Forecasting Software for Finance Teams: From Reactive Reporting to Strategic Planning

Corporate Budgeting Software: How to Break the Annual Spreadsheet Marathon

How to Evaluate Financial Planning and Analysis Software: A Complete Guide for Finance Leaders

Financial Planning Software for Small and Mid-Sized Businesses: What to Know Before You Buy

FP&A Software for Mid-Market Companies: Why One Size Does Not Fit All

Excel Template Library for Nonprofits

FP&A Maturity Assessment

Excel Threshold Assessment

Nonprofit Excel Threshold Assessment

Artificial Intelligence in FP&A: 2026 State of Play

AI in Nonprofit FP&A: Planning Through Unprecedented Uncertainty

Is Cash Flow Forecasting Software Right for Your Team?

Designing an AI-Driven Integration Architecture for Faster, More Reliable FP&A

The FP&A Buyer's Guide

Must-Have Features in Financial Planning and Analysis Software

Solving Complexity with Financial Reporting Consolidation

Cash Flow Planning Software for Predictive Cash Management

Breaking Point: How to Know When Your Budget Has Outgrown Excel

Simplifying Compliance with Financial Statement Reporting Software

Is Budgeting Software for Businesses Worth the Investment?

The Nonprofit CFO’s Guide to Workforce Planning

Corporate Budgeting Best Practices in a Remote World

How to Build a Healthcare Forecast that Holds Up

Top Workforce Planning Solutions for the Post-Pandemic Economy

Nonprofit Financial Modeling: Preparing for the Impact of Losing a Major Donor

3 Ways Your 12-Month Budget is Hurting Your Business

Budgeting with 100 Contributors: How Nonprofits Create Alignment Without Losing Control

How Strategic Workforce Planning Software Drives HR-Finance Alignment

Unlocking Mission Impact Through Unit Cost Modeling: A Guide for Nonprofit Finance Teams

5 Things to Look for in a Workforce Planning Tool

What to Expect from a Next-Gen FP&A Tool

Podcast Recap: Insights from Our FP&A Advisors

The Evolution of Scenario Planning Tools in Modern FP&A

Forecasting Patient Volume in Healthcare: Why Service Line Insights Matter for FP&A Leaders

The Domino Effect: Why Dependencies Matter in Healthcare Budgeting and Forecasting

Podcast Recap: Why FP&A Software Implementation Fails—and How to Succeed Before You Start

How to Navigate Cash Flow Gaps in Healthcare Grant Funding

Guide to Consolidated Financial Reporting for Multi-Entities

Centage Demo: How Modern FP&A Powers Manufacturing