Finance teams have become accustomed to devoting much of their time to preparing reports and budgets whose outlook does not go beyond the next fiscal year. But companies increasingly expect CFOs to develop strategic plans that cover three or more years and that account for an ever-growing variety of possible circumstances. The responsibility falls to CFOs to envision their companies’ needs, and available resources to support them, over time horizons that far exceed those they typically consider, for instance, when putting together an annual budget.
During this Webcast, we will reveal:
- Why companies are relying on CFOs to prepare and articulate their companies’ strategic plans,
- The challenges companies most often encounter when setting goals beyond the next fiscal year, as well as how CFOs can take the lead in overcoming these challenges, and
- What CFOs need to know about new techniques and the latest technological advances that can sharpen an organization’s visibility into its future.
About the Speakers
Ken Fick Senior Manager, Accounting and Transaction Services, MorganFranklin Consulting
Mr. Fick has over 20 years of experience in positions including finance, accounting, management and consulting where he has led critical business planning, forensic analysis and strategy initiatives. As a senior leader, financial expert and business partner, Mr. Fick builds enterprise value by moving ideas from concept to execution. By partnering with sales, marketing and operations Mr. Fick identifies new revenue streams and profit opportunities that increase EBITDA and expand the business footprint. Currently, he is a Senior Manager at MorganFranklin Consulting as well as the President and CEO of Pierce The Fog, LLC a website dedicated to providing users with tips, tricks, and new ideas to accelerate their careers, improve their lives and enhance the profitability of their businesses.
Bryan Lapidus, Consultant, Allegiance Advisory Group
Bryan Lapidus has a focused on aligning corporate capital, company goals, and customer experience through the office of the CFO. He has more than 20 years of experience in FP&A, Treasury, and Risk Management. He is a consultant in the CFO Advisory Practice at Allegiance Advisory Group, and a contributing writer and editor for the Association for Financial Professionals.
Nilly Essaides, Senior Research Director, The Hackett Group
Ms. Essaides has more than 25 years of experience researching, writing, and speaking about finance and treasury issues, with a focus on the way finance adds value to the enterprise through excellence in financial management and planning processes. Previously, she worked at the Association for Financial Professionals, where she led the financial planning and analysis practice. Ms. Essaides, a prolific blogger with thousands of LinkedIn followers, writes for external publications such as Digitalist Magazine. In addition, she co-authored a book about the internal transfer of best practices, If Only We Knew What We Know (Simon & Schuster, 1998).
About the Moderator
Joe 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 in-person and virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.