Our community of finance leaders embrace this time of year as a prime opportunity to assess current standings, set ambitious new goals, and engage our organizations in owning their targets. According to our annual CFO sentiment study, the pressure is on! Whether accelerating the dialogue around data utilization or addressing underperformance against plans year to date, the 2025 planning season is shaping up to be a challenging one for finance and accounting teams already grappling with limited resources and increasing workloads. Simultaneously, stakeholder demands for enhanced data usage and attribution capabilities are escalating!

Don't miss this chance to get ahead on 2025 planning! Join your peers as we delve into "Budget Readiness," offering insights and best practices to ensure a successful planning cycle for you and your team.

This peer roundtable is bolstered by our proprietary Budget Readiness Roadmap tool, developed by First Water Finance with input from CFO Alliance Members. This tool highlights process goals, budget utilization objectives, departmental collaboration, required outputs and mechanics, data capture considerations, and timeline construction.

Peer Discussion & Learning Objectives:

• Lead the Formation of Performance Goals and Objectives: Step out front to guide the annual budgeting and planning process.
• Foster Stakeholder Dialogue and Collaboration: Align budget process goals with business constraints through effective communication and collaboration.
• Balance Granularity and Increasing Data Requirements: Skillfully manage existing data capture and future data capture needs to achieve precise outcomes.
• Meet Stakeholder Expectations: Balance the varied requirements and desires of different stakeholders regarding budget outputs and scenarios.
• Organize Efficiently: Set up working groups, establish prerequisites, and construct timelines to meet stakeholder expectations and deadlines.

Seize this opportunity to connect with your peers, share opportunities and best practices, and elevate your budgeting process to ensure that you, your team, and your enterprise are well-prepared for a successful 2025. 

Join us at The CFO Alliance Q3 Roundtable Series and lead your organization to budgeting excellence.  

Who Should Join:

This exclusive event is tailored specifically for finance leaders of emerging and mid-market companies. It ensures that you find yourself in a room with like-minded individuals who engage in relevant conversations, relate to the challenges you're facing, and guarantee quality takeaways.

You don't do 'maintenance mode.' Neither do the members of The CFO Alliance. If you are eager to optimize your finance functions, then join The CFO Alliance! Don't miss your opportunity to get connected and stay informed throughout 2024.

Prerequisites:

None

Program Knowledge Level:

Advanced

Delivery Method:

Group-live

CPE Credit:

3 CPE in Personal Development

The CFO Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org