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Webcast Summary

Few CFOs would disagree that forecasts have become increasingly valuable as companies seek greater certainty about their future. But CFOs differ about which attributes, such as the time horizon and level of detail, have the greatest effect on a forecast's accuracy. Finance leaders also diverge about whether increasing the frequency of forecasts results in more accurate forecasts, and what types of circumstances, such as geopolitical events or the introduction of new regulatory policies, warrant reforecasts.

Regardless of the approach to forecasting a CFO employs, the CFO does need to achieve consensus among colleagues about what sources of data ought to inform an organization's forecasts, and how forecasts, in turn, should inform an organization's decisions.

During this Webcast, we will discuss:

  • Why forecasting is a persistent challenge for finance leaders,
  • What fundamental characteristics underlie an accurate forecasting process,
  • How to align planning and other forward-looking endeavors with forecasting, and
  • How finance leaders can use forecasts to support their companies' strategic decisions.

About the Panelists

Brian KalishBrian Kalish, Principal, Kalish Consulting

In addition to maintaining a robust consulting and advisory practice, Brian has spoken about key issues facing treasury and FP&A professionals, and he writes on a regular basis. Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtable meetings in North America, Europe, Asia, and South America.

He has more than 20 years of experience in finance, FP&A, treasury, and investor relations. Prior to serving as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), he held a number of treasury and finance positions with companies that include J.P. Morgan, Fifth Third Bank, and Fannie Mae.

Brian attended Georgia Tech for his undergraduate studies, and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

Brett Andrew Kramer, Senior Director, Business Intelligence and Advanced Analytics, The Hackett GroupBrett Andrew Kramer

The holder of a doctoral degree in performance measurement and statistics, Dr. Kramer has more than 20 years of experience in advanced analytics, statistics, performance measurement, and IT consulting. As the lead data scientist for The Hackett Group, he heads the company's efforts in data science and advanced analytics, specifically with regard to the use of predictive and prescriptive techniques and methods. In addition to his work as a data scientist, Dr. Kramer has served in the public and private sector in roles that include those of chief improvement officer, director of research and evaluation, and national resource manager.

Anthony Relvas, Director, EPM Transformation, The Hackett GroupAnthony Relvas

Mr. Relvas has more than 18 years of experience with shareholder valuation, finance and accounting processes, and project management. He has a strong history of leading shareholder valuation studies and analyses, and redesigning supporting FP&A processes to increase shareholder value alignment.

About the Moderator

Joe FleischerJoe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum

In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.

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Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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