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Webinar Recording

How Finance Leaders Can Better Align Budgeting and Forecasting Processes

Date: Wednesday, November 14, 2018
Time: 2:00 pm - 3:00 pm EST
For many organizations, budgeting is a point-in-time event to be completed on a monthly, quarterly or annual basis. The traditional process is far from collaborative or efficient, and the budget does little to provide the necessary insights to shape decisions or evaluate the performance of key business drivers.

Progressive CFOs recognize that budgeting, when done right, is a powerful tool for informing the future of the organization.
During this webinar, we will discuss:
The benefits of moving beyond current manual and static budgeting processes, including more accurate forecasts that promote growth and improve cash flow management;
How CFOs can champion a more integrated process that evolves the budgeting exercise into a more useful tool for forecasting and planning; and
The role of automation and data in generating more insightful and efficient budgets that can serve as a model for forecasting and planning going forward.

Speakers

Jen Nicholson, Partner, Executive Finance
Jen Nicholson
Partner, Executive Finance
Jen is a dynamic financial professional with over 20 years of leadership experience in public practice, academia and industry. Jen is the co-host of CPA Canada’s podcast series “CPA Success Podcast.” Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether it’s working to articulate strategy in a financial context, bringing clarity to financial communication or teaching accounting to university students. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.
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 9,000 users worldwide.

Continuing Education Information

Certified Public Accountant

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

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • 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