Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively and identify growth opportunities for the upcoming year. In this CPE webinar, we explore into the various aspects of annual planning that every finance leader should master to drive organizational success.

This session will equip you with the necessary tools and knowledge to navigate the upcoming year, encompassing forecasting & budgeting, risk management and strategic investments.

Learning Objectives:

  • Gain valuable insights for the upcoming year by learning from the strategic priorities of other finance leaders through real-life examples.
  • Grasp the importance of using data analytics in decision-making.
  • Discover how to allocate resources efficiently to maximize ROI.
  • Uncover the steps for implementing and monitoring these plans throughout the year.

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Travis Sheldon

Strategic Growth & Innovation

Sr. Manager, Cherry Bekaert Advisory LLC

Contributor

Connect With Us

Travis Sheldon

Strategic Growth & Innovation

Sr. Manager, Cherry Bekaert Advisory LLC