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The Convergence of Strategic Planning and Budgeting by The Baltimore CFOLC
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The Convergence of Strategic Planning and Budgeting by The Baltimore CFOLC

The Convergence of Strategic Planning and Budgeting hosted by: The Baltimore CFO Leadership Council Tuesday, March 3, 2020 7:30 a.m. - 9:30 a.m.

When: Tuesday March 3, 2020
7:30-9:30 AM
Where: The offices of Womble Bond Dickinson
100 Light Street
26th floor
Baltimore, Maryland  21202
United States
Contact: Debbie Lindner
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**Parking: Lanier Parking is across the street at 30 Light Street. There are two entrances – one at 30 Light Street and one on Lombard Street (across from Womble Bond Dickinson’s building - just past the Royal Farms store). Parking is not validated for this meeting.

Program description


The Convergence of Strategic Planning and Budgeting


Too often, the budgeting process happens in a vacuum, segregated from the firm’s strategic planning efforts. In these circumstances, budgeting can become an unmanageable series of spreadsheets that bring little value to the organization and are not in sync with leadership’s goals and objectives. At the same time, goals and strategic objectives are formulated without a true understanding of budgetary realities.

Leading organizations have learned to converge the budget process with strategic planning, resulting in a superior planning cycle.                                           

Join us for ‘The Convergence of Strategic Planning and Budgeting,’ where our panel of senior financial executives will look into the financial, cultural, and technological options available that can make the budgeting and strategic planning process place into a more congruent experience.

Our panel of experts will discuss:

  • Where CFOs are expected to contribute in the strategic planning process to demonstrate value and leadership to the organization
  • How the CFO can be the “voice of reason” in the heated debate during the planning cycle
  • Best practices to successfully engage other areas of the business in the planning cycle
  • Advice on minimizing major planning pitfalls, including lack of accountability or commitment, sandbagging, etc.

Learning Objectives

  • Approach the budgeting and planning process with a clearer understanding of board & CEO expectations
  • Effectively manage both their operational and strategic roles and responsibilities including maximizing internal resources to take control of day -to-day operations
  • Recognize common pitfalls in the strategy process and how to avoid them
  • Effectively communicate the strategic vision and business plan on an ongoing basis
  • Adapt the planning cycle to the evolution stage of the company, recognizing value drivers and how they impact the business model and financial plan
  • Leverage existing internal resources during the planning process
  • Maintain an equitable balance between fiscal responsibility and strategic leadership when “selling” the budget





Click here to learn more about CFO Leadership Council. 


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 $80.


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, Senior Marketing Director, Baltimore Chapter at

Cancellation Policy

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

CPE Information


Instructional method: Group-Live
Recommended CPE Credits:  1.8 Credits in Finance
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:

About Our Speakers


Duke Allen, CPA, CFO, SC&H Group


Duke Allen’s SC&H Group career started on the Audit services team and has led him to his role today as the firm’s chief financial officer (CFO). As the CFO Duke is extremely versatile, possessing the skills and expertise to address the business climate that is constantly changing – all the while tending to the financial strategies of the firm as a whole.

He is indispensable, as he is not only responsible for many of the firm’s day to day functions but manages the financials for the firm’s nine practice areas which include Accounting Solutions, Audit, Business Performance Management, Contract Compliance Audits, Investment Banking and Advisory, Personal Financial Planning, Risk Management, Tax, and Technology Advisory. His versatility is key when working with all nine business units as these businesses support clients who are middle market to Fortune 500 organizations operating on a regional, national, and international level.

He is accountable for overseeing the internal revenue of the firm and forecasting year to year as well as managing our external relationships with our banking, insurance, legal, and financial partners. A unique aspect of SC&H Group is being 100% employee owned and Duke is responsible for managing all functions of the Employee Stock Ownership Plan (ESOP).

One of Duke’s favorite aspects of the firm is the culture of excellence at the firm. He feels the culture is a huge differentiator and one that attracts the best and brightest right out of school.

Duke graduated from Coastal Carolina University with a bachelor of arts degree in psychology and received his master’s in accounting from the University of South Carolina. Additionally, he is a certified public accountant (CPA).

Away from work, Duke is the treasurer of the St. Josephs Athletic Association and serves on the board of directors for the Republican Club of Hanover and the McSherrystown Youth Wrestling Club.

Spending time with his family is a priority for Duke and traveling is frequently on their agenda. He enjoys coaching his sons’ sports teams, as well as golfing and playing poker.

Bill Clark, Founder, Clark Leadership Group

Bill is a serial entrepreneur who has founded, bought, grown and sold multiple businesses.  He has experienced both thrilling successes and catastrophic failures in his professional and personal life.  Now Bill provides insightful and strategic business knowledge based in practical experience, gained over a lifetime. His sole focus is to help others to achieve their dreams.

Bill enjoys the reputation of being a down to earth, resilient and self-aware person who is a life-long learner.  His “perpetual learning mode” approach to life has allowed him to realize his own dreams of becoming an accomplished sailor and aviator, as well as an inspired leader.


Jeff Dailey, SVP and Chief  Financial Officer, Prometric


Jeff Dailey is Prometric’s SVP and Chief  Financial Officer. He is responsible for managerial oversight of all of Prometric’s financial, accounting, and risk management practices, ensuring Prometric’s continued financial strength and our commitment to fund customer-focused strategic growth and innovation priorities.  Included in his responsibilities are operational accounting and planning; financial reporting; forecasting; internal audits; statutory compliance; cash management; and tax functions. Mr. Dailey drives administrative, financial and risk management operational strategies, as well as development of performance metrics associated with those strategies. He oversees ongoing development and monitoring of control systems that are designed to report accurate financial results to key stakeholders.  Prior to joining Prometric, Mr. Dailey was CFO of GIS, Inc., where he managed all aspects of finance, corporate development, board and investor relations, as well as banking relationships.

Mr. Dailey holds a master’s degree in Business Administration from the University of North Carolina Kenan-Flagler Business School, and a bachelor’s degree from the University of North Carolina at Chapel Hill.


Nancy Noppenberger, Chief Financial Officer, The Maryland Zoo


Nancy Noppenberger has held the position of Chief Financial Officer of the Maryland Zoo in Baltimore since early 2008, and is responsible for Finance, Risk Management and Technology.  Prior to that time, she held various positions with Bank of America for 23 years leading to a Senior Vice President position, with specialization in the Treasury Management and Commercial banking areas.  Nancy holds a Masters of Business Administration at Loyola College, Maryland.  She has served on the Federal Reserve Business and Consumer Payments Advisory Committee (BACPAC) since 2008.


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