FP&A


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.


Review of iDashboard Data Visualization Demo

I recently attended an iDashboard informational webinar that included a demo of the tool. The following is my review of that webinar. For clarity, I have not tried a hands on demo, nor have I had a one-on-one demo. My review is strictly based on their webinar. Looks Like All the Rest iDashboard’s informational webinar reinforced my opinion that most of the marketing messages from most of the budgeting, data visualization and business intelligence software companies all sound the same. We can connect to any data source, our dashboards are the best you can find and our interface is so […]


AFP Launches New Learning System for FP&A Certification

The AFP’s new FP&A certification is launching a new learning system to provide those pursuing the credential with study materials for the certification exam. They will also be offering a three day intensive review course. The AFP’s learning system will include content from the reference materials they used to develop FP&A exam. Check their post on Linkedin or their website for details on the curriculum. Their discount for those registering for the beta test will be substantial, so if you are thinking about getting the credential you may want to give serious consideration to getting in on the beta test.  


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 many companies they may be looking at having to get through yet another planning season filled with overtime and sacrificing personal time.  And they’ll do all this without any extra help.  To paraphrase a CFO who was speaking about forecasting, “…everybody is trying to figure out the same thing: today […]