Future Proof Your Annual Plan – Experiences of Operational Leaders
September 19, 2024
Join us as we discuss on the topic below.
Future Proof Your Annual Plan: Experiences of Operational Leaders
Date: Thursday, September 19, 2024 at 1 – 2 P.M. ET
Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively, and identify growth opportunities for the upcoming year. In this CPE webinar, we’ll explore the various aspects of annual planning that every finance leader navigates to drive organizational success. This session will equip you with the necessary tools and knowledge to plot the course for the upcoming year, encompassing forecasting and revenue planning, risk management, and strategic investments.
Learning Objectives:
- Gain valuable insights for the upcoming year by learning from finance leaders’ real-life examples of juggling strategic priorities with urgent necessities.
- Grasp the importance of using data analytics in decision-making.
- Discover how to allocate resources efficiently to maximize ROI.
- Uncover the steps for implementing and monitoring these plans throughout the year.
Speakers
Kristel Kurtz | Partner, Strategic Growth & Innovation, Cherry Bekaert
David Kelley | Chief Financial Officer, Diesel Laptops
Lisa Wilson | Chief Financial Officer, LockNet
CPE Accreditation
- Delivery Method | Group Internet Based
- Recommended CPE credit | 1 hour CPE
- Recommended Field(s) of Study | Finance
- CPE Capability | Client Service
- Prerequisites | None
- Program Level | Basic
- Advanced Preparation | None
Cherry Bekaert Continuing Professional Education: Statement of Admin Policies
This event is complimentary. Due to this program being offered free of charge, there will be no refunds.
CPE for Virtual Events
- Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
- There will be 4 polling questions per hour of each session.
- In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
- Polling questions will not be announced in advance.
- If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
- We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
- Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
- You will receive one certificate for each course you attend/pass.
For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.
Cherry Bekaert 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 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.learningmarket.org