Ever wondered what sets the stage for best-in-class business, finance, and operations planning processes? It's all about Budgeting & Forecasting Readiness – the art of effective communication and preparation that transforms planning into a strategic powerhouse.
If you are ready to prepare your company for success in 2025 and beyond, join your peers for this discussion in the Q3 CFO Alliance Roundtable Series.
Budgeting & Forecasting Readiness isn't just about ticking boxes; it's about defining granularity levels, scenario analysis, transparent communication, and mitigating process risks. Teams that master these components not only lead efficient planning processes but also produce high-quality forecasts that drive alignment and accountability.
This series is your opportunity to collaborate with fellow CFOs and industry peers in constructing a Budgeting & Forecasting Readiness Playbook tailored for the 2025 planning season. Regardless of your industry, tech stack, or team structure, you'll tap into the collective wisdom and battle scars of peers to walk away with actionable takeaways for robust 2025 budgets.
Learning Objectives include:
- Foster stakeholder dialogue to ensure the planning process meets diverse needs and goals.
- Choose the optimal budget approach (top-down, bottom-up, zero-based, etc.).
- Thread the needle on granularity, balancing materiality and ongoing tracking goals.
- Organize working groups and timelines to meet stakeholder expectations.
- Tackle process pain points spanning team, data, and platform challenges.
Don't miss this chance to strengthen your planning game for 2025. Join us in creating a playbook that propels your organization to new heights!
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
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
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
Community
Tickets
Members
Complimentary
Member Price
Reserve TicketFor all Current Members of The CFO Alliance. Please note: If your membership is not in good standing you will not be able to register.
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.
Oracle | NetSuite
First focused on financials and ERP, we now provide an integrated system that also includes inventory management, HR, professional services automation and omnichannel commerce, used by more than 36,000 customers in 217 countries and dependent territories.
NetSuite is a marketplace partner to The CFO Alliance community and offers Members preferred pricing and discounts. Contact Stephanie Steen (stephanie.steen@oracle.com ) for more details. Tell her CFO Alliance sent you.
First Water Finance
First Water Finance (FWF), the Finance Advancement Platform, connects finance leaders, business owners, and capital partners within a finance ecosystem spanning FP&A, Corporate Finance, and Community. In conjunction with its affiliation with The CFO Alliance (CFOA), FWF offers FP&A business process outsourcing (Managed FP&A), FP&A and corporate finance related project consulting, transaction advisory solutions, a premier nationwide finance leader peer group community, talent acquisition services for the Office of the CFO, and access to vetted solution and capital partners. FWF has supported over 100 management teams, investment sponsors, and partners, developing proprietary process methodologies for FP&A and activating and accelerating finance function capabilities for small and midsize businesses (SMBs) and private equity portfolio companies.
https://www.firstwateradvisors.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/
Eide Bailly
Industry-driven CPAs and Business Advisors
Eide Bailly is a top 25 CPA and consulting firm helping the middle market grow and thrive.
We’ll work with you to imagine what’s possible and bring that vision to life — when you’re planning in an ever-changing environment, navigating complex compliance requirements, optimizing operations, investing in digital transformation, and simply asking what comes next.