FP&A Today - Episode 19 - Budgeting & Forecasting: All Your Questions Answered

Show Notes

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. op 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)

  • Aaron Sallade, CFO, BiggerPockets

  • Zachary Rial, Director FP&A, Peek

  • Annette DeYoung, FP&A Solutions Consultant, Datarails

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.

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FP&A Today - Episode 20 - How FP&A Drives Revenue at The Economist

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FP&A Today - Episode 18 - What Gen Z Wants in FP&A