Burn the Budget Calendar: Build a Planning Process That Actually Leads

 

Description

It’s time to move beyond static annual cycles. In this session, Cash Collins from CFO Solutions will walk you through building a rolling forecast process in Planful that gives you real-time control over your planning process. You’ll learn how to use Planful to build a reliable and repeatable pass at the annual budget, then how to extend that into a full strategic forecasting process that evolves with your business. You’ll learn CFO Solutions’s “Crawl, Walk, Run” methodology: Crawl by setting a strong foundation with workforce planning, adjustment layers, and TBHs built into your templates. Walk by using dynamic planning tools to turn top-line projections into detailed forecasts through breakback and what-if scenarios. Run by establishing forecasting discipline that keeps seeded scenarios alive and actionable across your organization. If you’re ready for a process that leads instead of lags, this session gives you the roadmap.

About the speakers

Cash Collins

Solution Architect, CFO Solutions

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