Program description

PLAN YOUR ATTACK!  is a peer to peer interactive collaboration to help you create strategies and tactics to implement a strong budget in the coming year.

PLAN YOUR ATTACK!  is about architecting a best practices framework that will engage your managers and department leaders to be involved in the process and work to align budgeting with the company’s strategic vision.

We’ll start our interactive workshop with a challenge:  How confident are you that all of your people will buy into and implement the budget? 

Make plans to join us on September 10th for this interactive, facilitated workshop with your peers.

Learning Objectives

• Learn how dynamic planning techniques can increase business agility
• Find out the best practices and techniques for management reporting
• Approach the budgeting and planning process with a clearer communication of board & CEO expectations
• Effectively manage both operational and strategic roles and responsibilities including maximizing internal resources to take control of day-to-day operations

Click here to learn more about CFO Leadership Council. 

Registration

To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.

Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $75.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, NYC Chapter at debbie@cfolc.com.

Cancellation Policy

If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.

CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.8 CPE credits in Business Management & Organization
 Experience Level: Basic
 Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Jaleh Afrooze, CPA, CA, Finance and Operations Manager/ Controller @ Enigma Technologies, Inc

Experienced Finance and Operations Professional with a demonstrated history of working in the SaaS and Software industry across North America and Europe. Skilled in FP&A, Accounting, Financial Reporting (US GAAP, International Financial Reporting), and Human Resources.

Marcos Vicente Blanco, CFO, Food52

Marcos is a seasoned Financial Strategist & Operator with a proven record of successfully scaling innovative organizations, leading highly effective teams, and driving impactful finance, strategy, and operations initiatives in fast-paced environments. He acts as hands-on CFO and trusted Advisor to companies at various growth stages across multiple technology-driven industries.

Neil Danzger, CFO and Co-Founder, Rebar Systems

Versatile business builder with significant fintech (electronic trading systems software/support, consulting, & managed services), investment management, and e-commerce experience

Andrew Dinsmore, CFO, Tekscape

2014 CFO of the Year (Private Small Business) Boston Business Journal.

Earned a reputation as a senior executive by ensuring the financial and operational success and stability of VC and PE-backed high-performance organizations. Building effective systems to achieve corporate growth, implementing cash flow strategies to help management reach their business objectives, and working as a strategic partner with senior management teams to develop, execute and accomplish the business plan.

Kimberly Singleton, Director of Finance - Hard News (Newsgathering & News Broadcasts) at CBS News

I am a broadcast television, finance professional, with over 15 years of experience in budgeting, forecasting, financial reporting, consolidations, long range planning, strategic planning, capital planning and relationship building at major networks.

Tom Krause, Enterprise Solutions at Host Analytics Inc

Successful sales executive with a proven track record and experience in demand creation and value based selling at the “C” level. Experienced in negotiating complex sales cycles including traditional software licensing, SaaS and managed service models.