Sponsored by Workday
TIME: 2:00 PM ET

Webcast Summary

In many companies, preparing for the future is an exercise that occurs once a year. But technological advances, combined with the accelerating pace of geopolitical change, has rendered periodic planning insufficient. To prevent their finance teams, and their companies, from relying on out-of-date assumptions when evaluating their performance and making decisions, finance leaders have come to recognize that planning must be ongoing in order to be effective.

During this Webcast, we will discuss:

  • The limitations of traditional planning, and why a periodic approach has become obsolete,
  • How CFOs can take the lead in establishing a planning culture within their companies,
  • How to apply recent technological advances to transform planning from an occasional finance exercise to an embedded business process, and
  • Best practices for collaborating with colleagues outside finance to ensure your company has a sustainable approach to planning that supports your company's performance goals.

About the Panelists

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.
Rafaael Crumbley, Director, The Hackett Group

Rafaael Crumbley is a Director with The Hackett Group's Enterprise Performance Management (EPM) Practice. With more than 15 years of consulting and industry experience, he has successfully led clients in a variety of industries through efforts involving EPM, finance transformation, mergers and acquisitions, divestitures, and business analytics.

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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Attend this webcast and earn FREE Continuing Professional Education (CPE) Credit
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Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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