HOW TO USE DRIVER-BASED PLANNING TO IMPROVE PERFORMANCE

DATE: TUESDAY, AUGUST 27, 2019
TIME: 2:00 PM ET
DURATION: 1 HOUR
Sponsored by Anaplan

Webcast Summary

To better understand what aspects of their operations have the most significant effect on their companies' performance, finance leaders are focusing more than ever on business drivers. Finance is also redefining how enterprises can prepare for the future by replacing annual budgets with continuous, driver-based planning.

Despite having an abundance of data to work with, finding the most effective drivers can be a challenge. Drivers can come from internal sources or they can be linked to external economic metrics. Finance leaders often find it challenging to narrow down which drivers contribute the most to revenue and their companies' overall performance.

By attending this Webcast, you will learn:

  • How to determine which drivers have the most considerable influence on your company’s performance,
  • Three best practices for developing an insightful driver-based planning process,
  • How to incorporate drivers within scenario planning models to evaluate potential business opportunities and risks, and
  • What new technologies you can use to derive forward-looking plans based on real-time changes to drivers, and enable your company to exceed its goals for 2020. 

About the Panelists

Brian Kalish, Principal, Kalish Consulting
 

In addition to maintaining a robust consulting and advisory practice, Brian regularly speaks about key issues facing treasury and FP&A professionals. He has more than 20 years of experience in finance, FP&A, treasury, and investor relations. He previously served as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), and before then, he held a number of treasury and finance positions with companies that include J.P. Morgan, Fifth Third Bank, and Fannie Mae.
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.
Chris Stevenson, Senior Product Marketing Manager of Finance Solutions, Anaplan

Chris Stevenson is Anaplan's Senior Product Marketing Manager of Finance Solutions. He has worked in corporate finance, analytics, technology, and marketing. He sees the emergence of artificial intelligence, robotics, and cognitive computing applied to finance and operations as an exciting frontier. Chris enjoys learning how clients are leveraging analytics, both within and beyond the office of finance.

About the Moderator

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.
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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

Free CPE Credit

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