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Save the dateSeptember 7, 20232:00 PM - 3:40 PM (GMT-4)
Contact Person: Greg Wood
Event Details
Event Details

With rapidly changing market dynamics in the post-COVID period, be it capex, supply chain/inventory, labor, interest rates, and recession risks, companies are facing access and availability pressures on a number of fronts. How should this be factored into budgets?

The Q3 Roundtable Series aims to bring together CFO Alliance Members, other financial professionals and our colleagues from Planful to discuss one of the most critical challenges facing organizations today - "Budgeting in a Constrained World." In an era of uncertainty, economic fluctuations, and unexpected disruptions, financial leaders need to adapt their budgeting strategies to navigate through various constraints while ensuring business continuity and growth.

The CFO Alliance Roundtables are open to Members, finance executives, CFOs, financial analysts, and professionals involved in budgeting and financial planning from various industries. Participants will benefit from networking opportunities and gain valuable insights from industry peers and subject matter experts. Join us for this insightful series and gain valuable perspectives that will empower you and your organization to thrive in a constrained world.

Roundtable Exercise:

The Q3 Roundtable Series on "Budgeting in a Constrained World" provides a platform for finance leaders to come together, share knowledge, and strategize on how to overcome challenges in budgeting amidst a dynamic and uncertain economic environment. By embracing innovative budgeting approaches and integrating risk management strategies, organizations can enhance financial adaptability and position themselves for sustainable growth.

Learning Objectives:

  • Share insights into the current economic landscape and its impact on budgeting processes.
  • Explore innovative budgeting approaches that can thrive in a constrained environment.
  • Flipping outputs into inputs – Changing budget builds to orient around the constraints in the system
  • Discuss risk management strategies and their integration into budget planning.
  • Designed for attribution – Setting yourself up for volume/price/mix attribution incorporating constraints.
  • Identify tools to enhance financial agility and adaptability to dynamic market conditions.
  • What "good" looks like – Understanding best practices for scenario creation and budget turns during the process.
  • Provide a platform for networking and knowledge exchange among finance leaders.

Program Format/Deliverables:

The roundtable series will be organized into an interactive discussion, where you and your peers with be focusing on different aspects of budgeting in a constrained world:

  • Analyzing the various constraints that financial leaders are facing, such as inflation, labor availability, supply chain disruptions, and their impact on planning.
  • Case studies from finance leaders on how they have addressed budgeting challenges in their organizations.
  • Exploring fit for different budgeting strategies based on individual 2024 goals, needs, and constraints.

Member Spotlight:

  • The roundtable will feature distinguished finance leaders, and industry experts with extensive experience in budgeting and financial management. Confirmed featured guests include CFOs of leading organizations, colleagues from Planful and the leaders of The CFO Alliance.



Program Knowledge Level:


Delivery Method:

Online -Group-live

CPE Credit:

2 CPE in Personal Development

This Roundtable 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:

  • Nick Araco Jr (CEO of AchieveNEXT)

    Nick Araco Jr

    CEO of AchieveNEXT

  • Tim Farmer (Sr. Solutions Consultant at Planful)

    Tim Farmer

    Sr. Solutions Consultant at Planful

  • Benjamin Lehrer (CEO of First Water Finance)

    Benjamin Lehrer

    CEO of First Water Finance

Sponsors and Partners
Sponsors and Partners

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