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Webinar Recording

Best Practices for Driver Based Budgeting and Planning

Date: Friday, April 7, 2017
Time: 2:00 pm - 3:00 pm EDT
Companies that implement driver-based planning have finance organizations that are better able to act as business partners, who can help identify hidden risks, identify new opportunities and provide senior management with a more realistic financial plan.

In this webinar, you will learn to the key strengths of using a driver-based planning (DBP) process, the process to follow in identifying the business drivers to use in your DBP and implementation best practices when deploying a DBP process.
After attending this event you will be able to:
Identify the key strengths of using a driver-based planning (DBP) process
Understand the process to follow to identify Key Performance Indicators (KPI) and business drivers to use in your DBP
Recognize implementation best practices when deploying a DBP process

Speakers

Kenneth Fick, CPA, MBA, President, CEO, Pierce The Fog LLC
Kenneth Fick, CPA, MBA
President, CEO, Pierce The Fog LLC
Kenneth’s experience includes positions within finance, accounting, management and consulting where he has led critical business planning, forensic analysis and strategy initiatives. As a senior leader, financial expert and business partner, Kenneth builds enterprise value by moving ideas from concept to execution by partnering with sales, marketing and operations to identify new revenue streams and profit opportunities that increase EBITDA and expand the business footprint. His prior experience has included leading the company-wide annual budget and quarterly re-forecasting process for a billion dollar marketing communications company that delivered inventive advertising, direct marketing and interactive solutions to prominent brands across North America. He has managed teams responsible for leading corporate and business level analytics including coordinating and leading the annual financial and capital budgeting process, various ad-hoc and standard reporting to senior management and board level executives. Currently, he is the President and CEO of Pierce The Fog, LLC a website dedicated to providing users with tips, tricks, and new ideas to accelerate their careers, improve their lives and enhance the profitability of their businesses. Prior to that, he was the CFO, VP of Finance & Analysis for a digital marketing agency focused on the specialty medical market.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Centage
Centage - Budget Maestro® by Centage is an easy-to-use and scalable, automated budgeting, planning, and forecasting application. It is designed for small to mid-market companies and automates many of the time-consuming and error-prone activities associated with using spreadsheets to generate accurate budgets and forecasts. It features built in financial and business logic that allow users to build and update their budgets and forecasts and never worry about formulas, functions, links or any custom programming. It is the only solution in the market that offers synchronized P&L, Balance Sheet, and Cash Flow reporting that generate automatically and seamlessly update. Budget Maestro serves more than 7,000 users worldwide.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Accounting
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Accounting
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Accounting
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits