Budget and Forecast
Recent Activity
Kurt Morrow (Marketing Coordinator, Proformative)
This video is from the Proformative webinar "Budgeting & Forecasting Best Practices Webinar" held on May 16, 2012. The webinar features presentations from David Morrison, Financial Planning and Treasury, Port of Tacoma and Barry Wilderman, Vice President and...
Lawrence Serven (President, XLerant, Inc.)
I was very intrigued by a recent MIT Sloan School of Management Whitepaper, “Why Forecasts Fail. What do to Instead.” Authored by Anil Gaba, Robin Hogarth and Spyros Makridakis. http://sloanreview.mit.edu/the-magazine/2010-winter/51214/why-forecasts-fail...
Tonya Walsh (Events Manager, Proformative)
This presenatation focused on identifying best practices in people, processes and technology which can be applied to companies of any size. The presentationa also offers insights from David Morrison, Director, Financial Planning and Treasury, Port of Tacoma, who outlines...
Barbara Smith (Controller, Jamestown Distributors)
We are a small (50 person) business with an ERP system that is geared much more to inventory than accounting. I am looking for a software package (not too expensive) that would help us with the budgeting process and cash flow forecasting. Any suggestions would be...
Anonymous (VP Finance)
Alison Harris (President, Harris Media Services)
Quantrix has released the results from the 2012 survey it conducted of business and finance professionals about their forecasting and planning processes, teams, and toolsets. The survey results identify and quantify a number of challenges facing business and finance...
Lawrence Serven (President, XLerant, Inc.)
Before a doctor prescribes a course of treatment, she first will diagnose what your ailment is… or at least a good doctor will. Imagine how you’d react if you walked into your Doctor’s office with a backache and without asking you a single question she...
Lawrence Serven (President, XLerant, Inc.)
According to a recent survey (multiple surveys in fact) most organizations are still using Excel for budgeting. Part of the explanation for that, of course, is “it’s free”. But it’s also because we in Finance have a bias for spreadsheets. No self...
Wayne Spivak (Managing Consulting CFO, SBA * Consulting, LTD)
We as CFO's understand that lenders often times want the companies business plan in addtion to the traditional financials and audited/reviewed financial statements. How often does your management team sit down and rethink the strategic, operational and tatical...
Henry Schumann (Manager FP&A, Allscripts)
Fess up everyone, how many times did your 2012 budget change during the budgeting cycle? Share a lesson learned on how you plan to reduce the number of versions when you enter 2013 budget season.
