Your Budgeting Pre-Flight Checklist For 2020

Screenshot for Your Budgeting Pre-Flight Checklist For 2020

During this webinar we’ll cover a “pre-flight checklist” of tips & tricks for an efficient 2020 budgeting process.

​​​​​​​Our panel of FP&A experts will discuss the role of people, systems and processes.

  • Negotiating targets vs dictate them

  • Building a single source of truth, trusted by the org

  • Implementing a rolling forecast

  • Creating a regular reporting cadence using automation

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Jim Mitchell

Jim Mitchell

Controller, RATP Dev
Jim has promoted high-quality results through the hands-on management of Finance & Accounting organizations for over 10 years, including time with RATP Development, Bain Captial, and Toyota.

Kerman Lau

Kerman Lau

VP of Finance, Workday
Kerman Lau has been the VP of Finance at Workday for the last 3 years. Prior to his role at Workday, he worked as a key part of the Finance teams at Electronic Arts, Symantec, and Veritas Technologies.

Tom Peff

Tom Peff

Director of Finance, Adaptive Insights
Tom has worked in the Finance industry for the last 18 years. His previous experience includes TDR Capital and Deutsche Bank. He has been the Director of Finance at Adaptive Insights for the last 7 years.

​​​​​​​Chris Pufpaf

Chris Pufpaf

Solution Consultant, Adaptive Insights
​​​​​​​Chris brings over 20 years experience in finance as the Principal Solution Consultant for Adaptive Insights. His previous experience includes Workday, IBM, Oracle, and PwC.

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