Description

Elevate your business with FP&A best practices. Sherry Ann Mohan, CFO at Chase Business Banking, reveals powerful strategies to elevate your planning and forecasting. She stresses the importance of a solid planning calendar, gathering insights from leaders, and understanding key performance drivers. By integrating new initiatives, considering multiple scenarios, and rigorously testing outcomes, you can stay ahead. Mohan also highlights the need for strong cash flow management, regulatory compliance, and a skilled team in accounting, business development, and data analytics.

Target Audience

CPAs and other financial professionals seeking education on the topic.

Course Objectives

• Recognize how FP&A can help make better decisions by aligning the planning process with business goals

• Identify how monitoring key drivers of business performance makes and keeps a financial plan relevant and useful

Subjects

• Recognize the utility of running various scenarios and pressure testing outcomes to maximize FP&A

• Indicate the key components of a financial plan and how to navigate the interrelationship between different parts of the business