How to survive budgeting season with collaborative FP&A

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How to survive budgeting season with collaborative FP&A

Learning Objectives

To explain ways to increase reporting accuracy and collaborate more efficiently with multiple contributors during the financial planning and analysis process.
To explain how modernizing the budgeting process will result in being more efficient and gaining better insights
To demonstrate the need to move away from error-prone and static spreadsheets and adopt a more intuitive solution
To demonstrate how the finance team can make strategic business decisions based on data using visual modeling and dashboarding.
To discuss what to look for when evaluating an FP&A tool.

Course Description

Budgets are the vehicle for allocating resources and measuring the success of selected strategies. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer-term; demonstrating the lack of this necessary linkage.

Budgeting is a frustrating, time-consuming task.

When it comes to using spreadsheets, financial managers waste as much as 18 hours a month manually updating, revising, consolidating, modifying, and correcting them. And despite the flexibility of spreadsheets, they are error-prone and not designed for multiple stakeholders to work on at the same time.

After all the time and effort spent, how accurate is the result?

Watch this CPE webinar to find out how Finance leaders are generating more accurate, impactful budgets and forecasts that are easy to share with, and be updated by, numerous business partners.

In this CPE webinar, you’ll learn new ways to:

Improve the accuracy of your budgets and easily compare the forecast to actual.
Include business partners in the budgeting process without creating formula errors.
Forecast and plan for the year ahead when last year’s data is missing or inconsistent.

Webinar Qualifies For

1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit for Certified Valuation Analyst (CVA)
1 CPD Credit for Accredited in Business Valuation (ABV)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)

About Instructor

Christine Martin

Partner Alliance Manager, Phocas Software

Christine Martin is the Senior Partner Alliance Manager at Phocas Software, a Business Intelligence solution provider based out of Reno, NV. Prior to Phocas, Christine was a senior Solutions Consultant at Avalara, the leading transaction tax provider, for more than 12 years. She has spent 25-plus years working in the sales and use tax space, starting her career at Marriott headquarters in Bethesda, Maryland. Christine has been a tax manager at a Fortune 1000 paper manufacturer as well as Director of Compliance for the first sales tax compliance outsourcer for telecommunications tax. Christine has been a frequent presenter on sales and use tax topics at Direct Selling Association events as well as several industry events such as TEI, ACT, Telestrategies.

About Instructor

Nick Aversano

Speaker, Phocas Software

Passionate and Driven Project Management and Operations Executive, skilled at developing processes that meet and exceed business objectives. Extensive and varied experience across a wide array of complex and varied initiatives, aimed to support overall corporate goals and organizational vision. Proven ability to quickly evaluate strengths, weaknesses, and obstacles of direct reports through cultivating mutually beneficial relationships. Successful team leader, innovative problem solver, positive influencer and consensus builder focused on communication and collaboration.

Always open to exploring new endeavors.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

Ratings and Review

4.4

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David Williams, Others

Very informative and detailed.

John Dayries, CPA (US)

Solid overall presentation.

Bansari Kinkhabwala, CPA (US)

Good learning experience

Melissa Beckham, CPA (US)

great!

Michael Hwang,, CPA (US)

great

1 Credit

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Subject Area

Finance

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How to survive budgeting season with collaborative FP&A

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Christine Martin

About Instructor

Nick Aversano

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

Ratings and Review

4.4

David Williams, Others

John Dayries, CPA (US)

Bansari Kinkhabwala, CPA (US)

Melissa Beckham, CPA (US)

Michael Hwang,, CPA (US)

Subject Area

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