Future Proof Your Annual Plan – Experiences of Operational Leaders
September 19 @ 1:00 pm – 2:00 pm EDT
Join us as we discuss on the topic below.
Future Proof Your Annual Plan: Experiences of Operational Leaders
Date: Thursday, September 19, 2024 at 1 – 2 P.M. ET
Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively, and identify growth opportunities for the upcoming year. In this CPE webinar, we’ll explore the various aspects of annual planning that every finance leader navigates to drive organizational success. This session will equip you with the necessary tools and knowledge to plot the course for the upcoming year, encompassing forecasting and revenue planning, risk management, and strategic investments.
Learning Objectives:
- Gain valuable insights for the upcoming year by learning from finance leaders’ real-life examples of juggling strategic priorities with urgent necessities.
- Grasp the importance of using data analytics in decision-making.
- Discover how to allocate resources efficiently to maximize ROI.
- Uncover the steps for implementing and monitoring these plans throughout the year.
Speakers
Kristel Kurtz | Partner, Strategic Growth & Innovation, Cherry Bekaert
David Kelley | Chief Financial Officer, Diesel Laptops
Lisa Wilson | Chief Financial Officer, LockNet
CPE Accreditation
- Delivery Method | Group Internet Based
- Recommended CPE credit | 1 hour CPE
- Recommended Field(s) of Study | Finance
- CPE Capability | Client Service
- Prerequisites | None
- Program Level | Basic
- Advanced Preparation | None
