The CFO Show

Annual Planning: Beyond Numbers to Business Growth


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Are you leveraging the full potential of strategic finance in your annual planning process?  

 

In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to break down. 

From aligning strategy with operational plans to integrating long-range forecasting and scenario modeling, Igor offers frameworks and hard-won insights on how mature finance teams turn planning into a competitive advantage. 


Discussed in This Episode: 

  • The link between strategic planning and annual budgeting 
  • Why “planning the plan” matters more than you think 
  • How to use OKRs to align strategic and financial priorities 
  • Best practices for rolling forecasts and scenario planning 
  • Common pitfalls that derail planning (and how to avoid them)


For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com

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