Resource Library
APQC’s Resource Library is your source for timely and topical information to help you meet your most complex business process and knowledge management challenges. Explore our ever-growing collection of more than 8,600 research-based best practices, benchmarks and metrics, case studies, and other valuable APQC content.
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Infographics|
Do’s and Don’ts of Rolling Forecasts
When transitioning from a traditional budget and forecast, organizations must exercise caution to avoid certain pitfalls. This infographic explores the top 10 mistakes…
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Collections|
Beyond Budgeting and Rolling Forecasts
Rolling forecasts are tools for continuous planning. Organizations don't plan based on an annual set of events, they expect to deliver continuing profitable performance. The…
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Articles|
Total Cost of Budgeting and Forecasting
Plans, budgets, and forecasts can be some of the most valuable contributions that finance makes to the business. Ideally, they help organizations know what’s coming down the…
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Tools & Templates|
Planning, Budgeting, and Forecasting Glossary of Terms
APQC created this glossary of terms for those interested in corporate planning, budgeting, and forecasting by explaining key terms used throughout corporate finance.
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Infographics|
FP&A Tools, Technologies, and Analytics
APQC and the Association for Financial Professionals (AFP) recently undertook a research project to determine the current state of FP&A as an emergent discipline, to…
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Infographics|
Measuring FP&A Effectiveness
Ultimately, FP&A is tasked with serving as a partner to the business and helping business leaders make better decisions by leveraging an analysis of financial information. In…
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Infographics|
Scope and Practices of FP&A
APQC and the Association for Financial Professionals (AFP) recently undertook a research project to determine the current state of FP&A as an emergent discipline, to…
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Case Study|
Moving Beyond Budgets: Holt Cat Case Study
HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North, and East Texas. This case study discusses the…
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Infographics|
Reporting Structure and Staffing for FP&A
How are today's FP&A teams organized in terms of reporting structure, service delivery model, staffing, and span of control? Based on a 2019 FP&A research study conducted by…
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Infographics|
FP&A Skills and Development
How do you best develop the FP&A skills of the future? Based on a 2019 FP&A research study conducted by APQC and AFP, this infographic examines a few key statistics to help…
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Infographics|
Characteristics of Top Performers in FP&A
What distinguishes top performers in FP&A from the rest of the pack? Based on 2019 research conducted by APQC and AFP, this infographic looks at the overall effectiveness of…
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In April of 2019, APQC interviewed FP&A expert Philip Peck. This article summarizes their discussion around best practices and current trends in sales forecasting, forecast…
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Presentation Slides|
Next-Level FP&A: Survey Overview and How HOLT CAT Mastered Beyond Budgeting
In this APQC webinar, APQC’s Rachele Collins and HOLT CAT’s Paul Hensley discuss the results of APQC’s recent study, “Next Level of FP&A”. Hensley also explains how HOLT CAT…
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Webinars & Videos|
Next-Level FP&A: Survey Overview and How HOLT CAT Mastered Beyond Budgeting
In this APQC webinar, APQC’s Rachele Collins and HOLT CAT’s Paul Hensley discuss the results of APQC’s recent study, “Next Level of FP&A”. Hensley also explains how HOLT CAT…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Abt Associates Inc. Case Study
Drawing from an interview conducted with Mike Powers, senior manager of treasury and risk, this case study presents an overview of Abt Associates' key FP&A processes,…