Corporate Financial Planning, Budgeting & Control Webinar
Overview
To survive and thrive in the current ever-changing, hyper-competitive global marketplace, financial managers must go far beyond traditional business concepts. Today they must understand the new dynamics and inter-relationship of forecasting, budgeting, and business performance that will determine their organization’s future success or failure. In this leading edge webinar, you will learn how to:
- Develop effective goals, strategies and plans that lead to successful business objectives
- Effectively use financial planning and analysis to support critical business decisions
- Understand the increasing roles of AI and automation
- Increase the accuracy of forecasting to greatly improve decision making
SPEAKERS:
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
Objective
To show financial managers how to develop meaningful goals, create strategic plans and set business objectives that lead to a dynamic new budgeting process that generates outstanding results.
Emphasis
- 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
This course is included in the following passes:
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