Finance


Review: Adaptive Insights Demo

This is a review of a demo of Adaptive Insights. It is not a review of my first-hand usage of the product, although I have used a trial version of the product with full functionality in the past. This review, however, is based on a demo of the most recent product. I am not affiliated with Adaptive Insights.


Defining Driver-Based Planning 1

In a recent presentation, I made at the American Strategic Management Institute’s Budgeting and Forecasting Summit in Dallas I spoke about driver-based planning.  One of the interesting things about driver-based planning is there does not seem to be a consensus about the definition of driver-based planning.  I have seen different […]


FP&A Focus…’Tis the Season (not that one)

A recent article in Business Finance Magazine about the hottest jobs in finance discussed the fact that, “The hottest position today is financial planning and analysis.”  Tell that to the many professionals in corporate America who make their living in financial planning and analysis (FP&A).  As planning season sets in at […]