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Budget Season:
How To Focus Your Planning On The Year Ahead

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COMMUNITY Templates Academy Blog Events Forum Streaming

September 28, 1:00 — 3:00 PM ET

Budget Season:

How to Focus Your Planning on the Year Ahead

Livestream

RSVP Now

Why Attend?

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Learn How to Build an Impactful Annual Budget

Learn how to zero in on your key business drivers

Find out how you can produce accurate, predictive forecasts

Discover AI-powered tools for generating actionable strategic insights

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Get Proven Strategies for Optimizing Your Planning

Get advice for working more strategically with stakeholders

Learn how to improve productivity, collaboration and decision making

Explore best practices for creating an efficient and connected planning process

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Earn CPE/CPD Credits

Learn from FP&A experts and industry leaders

Get a free Plan for Anything Excel template

Improve your reporting, analysis and forecasting skills

September 28 | 1:00 - 3:00 PM ET

1:00 PM ET | Budget Season: How to Focus your Planning on the Year Ahead

How can you build an impactful annual budget when you’re being asked to do more with less and it’s hard enough to predict what will happen next Tuesday let alone next year? Success this budgeting season will come down to one word: focus. Join finance leaders to learn best practices for how to orchestrate an efficient, connected, and intelligent planning process that will give you the best chance for success as your business formulates its annual budget, operational planning and navigates the unexpected in the year ahead.

During this panel discussion you will learn how to:

- Zero in on your key business drivers
- Enhance the quality of your data and scenario analysis
- Generate powerful, actionable strategic insights leveraging practical applications of AI
- Produce accurate predictive forecasts
- And boost your team’s productivity so you can work more strategically with your business stakeholders to enable better decision making.

Tom Seegmiller
Vice President, FP&A

Melissa Howatson
Chief Financial Officer

Devendra Kalwani
Associate VP Finance, Capstone Infrastructure.

John Power
Chief Operating Officer, Fluence Technologies

2:00 PM ET | Plan for Anything Product Demo and Template Walkthrough

Take a deep dive into scenario analysis, rolling forecasts, reporting, analytics and more with native Excel, Microsoft 365 and powerful strategic insights in Vena.

Nima Malek
Principal Solutions Consultant

CPM Technology Value Matrix

Vena Industry Benchmark Report 2022

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