CFO Insights on Financial Budgeting and Forecasting
Learning Objectives:
Program Deliverables:
- TBD
Prerequisites:
- None
Member Spotlight:
- TBD
Roundtable Exercise:
In a closed-door, confidential setting, during the Roundtable discussion you will have the opportunity to discuss and share with your peers insights and best practices regarding your financial operations.
Program Knowledge Level:
Advanced
Delivery Method:
Group-live
CPE Credit:
3 CPE in Personal Development
This Roundtbale is exclusive to finance leaders and guests.
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
Agenda
8
00AM
-
8
30AM
Arrival and networking over coffee
Arrive early to meet other members over coffee.
8
30AM
-
9
00AM
Introduction - Breakfast
Hot breakfast will be served as we do introductions and background on today's topic.
9
00AM
-
9
15AM
Member Spotlight
In a 'fire side' chat we will learn from a CFO Alliance Member what they are doing to fight margin erosion.
9
15AM
-
10
00AM
Roundtable Discussion
This is a time for you to share insights and best practices with your peers.
10
00AM
-
10
30AM
Speakers
Host and Facilitator:
Nick serves as 'a voice for the Middle Market,' representing the more than 10,000 Finance Leaders of The CFO Alliance Peer Advisory Networks that empowers Modern Finance Leaders to make complex decisions on People, Strategy, Technology & Risk.
Ben Lehrer
FIrst Water Advisors
Ben is the Founder & CEO of First Water, an advisory firm connecting teams with data and companies with capital through Relational Finance. The diverse finance backgrounds of Ben and the First Water team are the foundation for the company's mission to provide SMBs with innovative FP&A and corporate development solutions representative of skillsets/capabilities absent from smaller business org charts.
Community
Tickets
Premium Members
Complimentary
Member Price
Reserve TicketFor Members that pay the Full (All-in) Membership of $1500 or $125/mo.
Basic Members
$75.-
Member Price
Buy TicketIf you are not a premium member and have participated in The CFO Alliance commuity, please pay this event fee.
Guest Attendance
Complimentary
Public Price
Reserve TicketThis is for first time attendees. If you have never attended a CFO Alliance Roundtable please register and attend as our guest. (quailifed finance executives only)
Sponsors and Partners
Partners
The CFO Alliance has a select few vetted partners that we know will deliver value to you.
Withum
Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay
https://www.withum.com/
PNC Bank
PNC provides both the deep financial resources and the confidence you need to grow and win in today's competitive markets. We combine the knowledge, insight and decision making of a local team with the strength and resources of one of the country’s largest banks - to deliver sophisticated banking and advisory solutions to companies of all sizes. Our relationship managers are advisors to their clients' businesses and serve as your primary point of contact, making it easier for you to access all that PNC can deliver.
https://www.pnc.com
Kelley Benefits Strategies
Kelly Benefits is one of the nation’s largest and fastest-growing providers of benefits administration and technology, broker and consulting services, payroll solutions and other comprehensive tools and strategies to serve businesses of all sizes.
https://kellybenefits.com/
Homestead Smart Health Plans
Homestead was born from an unwillingness to accept the status quo and offers a revolutionary approach to healthcare. Our mission is to bring affordable coverage to you and your employees without sacrificing quality of care. We take on the problem of runaway healthcare costs with our innovative Smart Plan - a singular solution with three components designed to connect self-funded employer groups with top quality care at the lowest fair cost.
Click the link below to learn more about our Smart Plans, including our state-of-the-art reference-based-pricing/auditing system, Claim Watcher.
http://bit.ly/RBPexplained
Planful
Planful transforms the way you plan, close, and report so you can drive more impactful decisions across your business. Align every squad, inform every move, and change direction using a platform designed to improve your financial performance.
https://planful.com/