FP&A Today

Budgeting and Forecasting: All your Questions Answered


Listen Later

In this special LinkedIn Live/ FP&A Today, join Paul Barnhurst and our all-star panel to answer your questions for  budget season based on their decades of experience. 

1) The best piece of advice you give - or have been given for a successful budget process over your career?

2) Top Down or Bottoms Up Budgeting?

3) Should we move beyond budgeting?

4) The role AI can play in budgeting?

5) What do you do when leadership comes up with unrealistic numbers?

6) How do you incorporate and manage your finance tech stack during the budget process?

7) What does the budget process in a startup look like?

8)What impact did COVID have on budgeting?

 

Listen to the expert advice of guests:

  • Michelle Govindsamy, FP&A Expert (former Barclays and Hollard Insurance)

Follow Michelle on LinkedIn

  • Aaron Sallade, CFO, BiggerPockets

Follow Aaron on LinkedIn

  • Zachary Rial, Director FP&A, Peek

Follow Zachary on LinkedIn

  • Annette DeYoung, FP&A Solutions Consultant, Datarails

Follow Annette on LinkedIn

 

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

With Datarails  you get improved data integrity and visibility helping your relationships with your internal business partners and external stakeholders; real-time latest version of all your company’s data in one place, with version control, audit trail and records, ensuring errors and multiple versions are avoided; the ability to let your data tell your story through proprietary, built-in visualization of critical KPIs in real-down; and drill-downs to answer questions on underlying data on the spot.

Get in touch at www.datarails.com

Follow DataRails on LinkedIn to find out about upcoming episodes and the latest FP&A news

Read the Full Program Transcript

Watch the Full Episode on YouTube

To suggest a great guest for the show, or if you would like to be the FP&A Leader being interviewed contact [email protected]

 

...more
View all episodesView all episodes
Download on the App Store

FP&A TodayBy Glenn Hopper

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

45 ratings


More shows like FP&A Today

View all
The McKinsey Podcast by McKinsey & Company

The McKinsey Podcast

390 Listeners

PwC's accounting podcast by PwC

PwC's accounting podcast

180 Listeners

HBR IdeaCast by Harvard Business Review

HBR IdeaCast

1,826 Listeners

CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

129 Listeners

TED Business by TED

TED Business

1,110 Listeners

M&A Science by Kison Patel

M&A Science

127 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,030 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

168 Listeners

FT News Briefing by Financial Times

FT News Briefing

676 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,289 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

804 Listeners

WSJ's Take On the Week by The Wall Street Journal

WSJ's Take On the Week

145 Listeners

FP&A Unlocked by Paul Barnhurst

FP&A Unlocked

24 Listeners

Financial Modeler's Corner by Paul Barnhurst AKA The FP&A Guy

Financial Modeler's Corner

17 Listeners