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Aligning Strategic Plans with Financial Goals

May 31, 2024 at 11 AM ET / 9 AM CEST

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Want to earn CPE credits? Participate in our interactive poll questions and earn CPE credits while gaining valuable insights, discover expert tips and connect with industry peers. Exclusively for attendees! 

Reserve Your Spot

CPE Credit Information

Program level: Basic
Prerequisites: None required
CPE Credit Eligible: 1
*No advanced preparation required for this event

OneStream Software 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Please email [email protected] with questions.

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