2027 CFO Planning Workshop: FP&A Standards, Budgeting Trends & Outlooks

Developing an effective budget is more than an annual exercise, it’s a key driver of strategic decision-making and organizational success. In this session, explore leading practices for building, managing, and monitoring budgets that align financial objectives with operational goals. Learn practical approaches to forecasting, performance monitoring, analytics, and how you can leverage AI throughout the process.

Learning Objectives:

• Identify key components of an effective budgeting and forecasting framework.
• Apply leading practices for developing, maintaining, and monitoring annual budgets and forecasts.
• Analyze budget-to-actual performance results and identify potential drivers of variances using operational and financial data. 
• Assess common budgeting and forecasting challenges.
• Understand how AI, analytics, reporting tools, and performance dashboards help monitor financial performance and support strategic decision-making.

Who Should Attend

This program is designed for CFOs, COOs, directors of finance, financial planning and analysis (FP&A) leaders or anyone interested in improving their budgeting and forecasting.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE credit | Up to one hour of CPE, pending approval
Recommended Field(s) of Study | Finance
CPE Capability | Technical Expertise/Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None