BEST PRACTICES IN DRIVER-BASED BUDGETING AND PLANNING 

DATE: TUESDAY, JUNE 4, 2019
TIME: 2:00 PM ET
DURATION: 1 HOUR
Brought to you with support from Centage

Webcast Summary

For a company that experiences rapid growth or operates in an economic environment in which frequent change is the norm, a driver-based approach can provide a finance team with a sturdy framework for budgeting and planning. But many companies lack a systematic approach to identifying and setting priorities for drivers that underlie their budgets and plans.

During this Webcast, we will discuss how finance leaders can develop effective driver-based budgets and plans, including:

  • What distinguishes a driver-based approach from other methods of budgeting and planning,
  • What characterizes companies that are most likely to implement a driver-based approach successfully,
  • How to garner support for driver-based budgeting and planning throughout your company, and
  • How to introduce, as well as sustain, a driver-based approach that enables your company to continuously improve its agility and adaptability in budgeting and planning.

About the Panelists

Jack Alexander, Founder, Jack Alexander and Associates, LLC
 
Jack is an experienced CFO and operating executive turned consultant, author, and lecturer. His firm provides advice on strategic and operational planning, forecasting, and financial planning and analysis (FP&A). The firm also offers customized training and workshops on FP&A. Prior to founding the consulting practice, Jack served as CFO of EG&G, Inc., a global multi-billion-dollar technology and services company now known as
PerkinElmer. He also served as CFO of Mercury Computer Systems. He is the author of the book Financial Planning and Analysis and Business Performance Management and the book Performance Dashboards and Analysis for Value Creation.
Sean Mullane, Director, Enterprise Performance Management, The Hackett Group
 
Mr. Mullane is a Director with The Hackett Group's Enterprise Performance Management practice. With more than 25 years of experience in consulting, he has successfully led projects through the entire project lifecycle from the development of multi-year improvement strategies and roadmaps to process design and improvement projects, as well as full-scale technology-based implementations. He primarily supports the financial planning and analysis functions in the areas of analytics, planning, organizational design, and reporting.
Philip Peck, Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group
 
Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment efforts; digitally-enabled business process transformation; and optimizing technology investments to enable superior performance. Prior to joining Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Before entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago-area companies, including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
 
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

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