Corporate Financial Planning, Budgeting & Control Webinar

To show financial managers and other financial professionals how to develop meaningful goals, create strategic plans and set business objectives that lead to a dynamic new budgeting process that generates outstanding results.

• Overview of FP&A (Financial Planning & Analysis)
• Macroeconomic Resiliency
• Integrated Business Planning
  – Cost resiliency during economic uncertainty
  – Scenario planning
• AI in Business Forecasting
  – Expanding roles of CFOs in today’s business environment
  – Data and manual processes
  – The future of automation in finance
  – Use of knowledge graphs and LLMs
  – Effective GenAI use cases
• FP&A’s Universal Expansion—Embedding in Day-to-Day Operations
• IBM’s Assistant Controller, Andrés Jalfen, Discusses Best Practices in Corporate Planning & Budgeting
  – Business and financial model
  – Planning cycles
  – Adoption of AI
• The Role of AI in Financial Statement Analysis
  – Identifying financial risks and anomalies
  – Automating financial ratio calculations and KPIs
  – Improving financial decision making
• Strategic Understanding of Pricing
  – Types of pricing strategies
  – Aligning pricing with financial goals
  – Understanding and communicating value
  – Competitor-based pricing considerations
  – Psychological pricing tactics

Ali Ashiqali, Director, Business Performance Improvement, Protiviti 

Kerry Buchar, Managing Director, Protiviti 

Joe Freeman, Senior Manager, AI & Data Consulting, EY 

Andrés Jalfen, Assistant Controller, Strategy & Budgets, IBM 

Phil Owusu, Founder & CEO, Finance Powerhouse, LLC 

Brian Richman, Senior Manager, Business Performance Improvement, Protiviti 

To show financial managers and other financial professionals how to develop meaningful goals, create strategic plans and set business objectives that lead to a dynamic new budgeting process that generates outstanding results.

DETAILED LEARNING OBJECTIVES

• Identify the core components of an Integrated Business Planning (IBP) framework

• Explain how IBP aligns strategic, operational, and financial plans

• Recognize the roles of demand, supply, and product management reviews in IBP

• Describe how cross-functional reconciliation drives consensus in planning cycles

• Evaluate the impact of macroeconomic factors on corporate planning

• Understand how scenario planning supports risk management and agility

• Differentiate between strategy, execution, and budget cycles in corporate planning

• Describe how IBM deploys targets across geographies and business units

• Identify how predictive analytics enhance P&L forecasting

• Recognize the role of real-time data in improving financial forecasts

• Explain how AI transforms financial reporting and forecasting processes

• Understand how AI-based anomaly detection identifies financial risks

• Define how risk assessment models benchmark performance against industry norms

• Identify key challenges to AI adoption in finance functions

• Recognize the benefits of data democratization in AI-enabled environments

• Understand the function and value of knowledge graphs in financial analysis

• Evaluate the role of embedded finance partners in cross-functional decision-making

• Describe how FP&A enables informed business decisions across departments

• Recognize how financial literacy empowers teams in performance management

• Explain how collaborative forecasting improves accuracy and accountability

• Identify how financial insights influence marketing, sales, and operations

• Understand the goals of IBM’s AI-driven transformation in planning

• Identify automation opportunities such as journal automation and cognitive contracts

• Describe the role of strategic alignment in linking financial and business goals

• Evaluate pricing strategies in terms of value perception and financial outcomes

• Recognize common pricing missteps and their effects on profitability

• Understand how psychological pricing influences customer behavior

• Describe how AI delivers real-time financial insights through smart dashboards

• Explain the importance of aligning pricing strategy with long-term margin goals

• Identify the risks of over-discounting and its impact on brand value

• Overview of FP&A (Financial Planning & Analysis)
• Macroeconomic Resiliency
• Integrated Business Planning
  – Cost resiliency during economic uncertainty
  – Scenario planning
• AI in Business Forecasting
  – Expanding roles of CFOs in today’s business environment
  – Data and manual processes
  – The future of automation in finance
  – Use of knowledge graphs and LLMs
  – Effective GenAI use cases
• FP&A’s Universal Expansion—Embedding in Day-to-Day Operations
• IBM’s Assistant Controller, Andrés Jalfen, Discusses Best Practices in Corporate Planning & Budgeting
  – Business and financial model
  – Planning cycles
  – Adoption of AI
• The Role of AI in Financial Statement Analysis
  – Identifying financial risks and anomalies
  – Automating financial ratio calculations and KPIs
  – Improving financial decision making
• Strategic Understanding of Pricing
  – Types of pricing strategies
  – Aligning pricing with financial goals
  – Understanding and communicating value
  – Competitor-based pricing considerations
  – Psychological pricing tactics

Ali Ashiqali, Director, Business Performance Improvement, Protiviti 

Kerry Buchar, Managing Director, Protiviti 

Joe Freeman, Senior Manager, AI & Data Consulting, EY 

Andrés Jalfen, Assistant Controller, Strategy & Budgets, IBM 

Phil Owusu, Founder & CEO, Finance Powerhouse, LLC 

Brian Richman, Senior Manager, Business Performance Improvement, Protiviti