Save the date
Save the dateAugust 21, 20242:00 PM - 3:45 PM (EDT)
Contact Person: Greg Wood
Event Details
Event Details

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.



Program Knowledge Level:


Delivery Method:


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:

    • Nick Araco Jr (CEO of AchieveNEXT)

      Nick Araco Jr

      CEO of AchieveNEXT

    • Benjamin Lehrer (CEO of FIrst Water  Fianance)

      Benjamin Lehrer

      CEO of FIrst Water Fianance


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    Sponsors and Partners
    Sponsors and Partners