192. Best Practices in Budgeting and Forecasting

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By Ira Apfel, Association for Financial Professionals: Treasury, and Finance Professional. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

There’s often a tendency in FP&A to focus too much on the budgeting, forecasting and planning process, without taking a good hard look at how the overall organizational strategy, people and technology play into the equation. At AFP 2019, a panel discussion looked at how to improve upon that.

In this episode of AFP Conversations, sponsored by Santander, Sarah Moriarty, Associate Director of Financial Management for Harvard University, and Kirby Lunger, former partner with Performance Architects, discuss what it truly takes for FP&A teams to succeed at forecasting and budgeting, and how can they avoid pitfalls along the way.

For more insights on budgeting and forecasting, don't miss FinNext 2020, March 17-19, in New Orleans, where FP&A professionals meet to create what's next. Register for the event here.

226 episodes