Templates and Tips to Help You Budget and Forecast | Adaptive Insights

Presented by Adaptive Insights and Financial Executives International
Watch Archived Webinar | Download Presentation

Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business? To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning. Join this webinar to hear how Adaptive Insights can help you by:
  • Providing industry specific, real-world templates for subscription businesses, non-profits, healthcare organizations, Professional services, Fintech, and more
  • Involving key stakeholders (department heads, branch managers, team leads) in the budgeting process and empowering them to own their KPIs
  • Marrying top-down, driver-based targets with granular operating plans


Questions? Contact FEI's Professional Development Department at [email protected] or 973.765.1029

By registering for this professional development event, you provide consent to FEI to share your contact information with the organizer/sponsor, who may use it to communicate directly regarding this opportunity and/or other products/services.


Speakers

Tom Peff

Director of Finance
Adaptive Insights

Nam Pham

Manager FP&A
SNAP Financial Group

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

none.

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.