The FP&A leader’s guide to budgeting and forecasting

What's inside...

This guide breaks down how leading finance teams operationalize modern planning techniques.

You'll learn how to:

• Move beyond static budgets to create comprehensive operational roadmaps. Learn how leading teams reconcile top-down targets with bottom-up plans through flexible analysis, document assumptions that enable meaningful variance tracking, and develop scenarios with actual response playbooks.
• Match forecast cadence to business volatility, build driver-based models that serve both strategic and operational needs, and establish clear trigger points for when variance warrants AOP revisions versus just tracking the gap.
• Evaluate EPM capabilities across unified data infrastructure, embedded collaboration and workflow, flexible modeling architecture, and AI-native planning. Learn why modeling foundation determines whether agentic AI can handle real business complexity or just automate surface-level tasks.‍
• Follow proven frameworks for documenting assumptions, building driver models, staying responsive through rolling forecasts, and positioning trade-offs for board communications.

and much more...