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2021 Digital CPA Conference

DCPA2136 - Guide to Annual Planning: A Framework for Helping Clients Achieve Business Goals


Dec 8, 2021 10:10am ‐ Dec 8, 2021 11:00am


Standard: $49.00

Description

Facing new pressures clients have a smaller margin for error when it comes to making decisions about their businesses. In this context, the annual planning process is taking on even greater importance. In this session, we will provide a full framework for creating a strategic plan including goal setting, driver-based model building, forecasting and budgeting, and ongoing goal tracking using advanced reporting and dashboarding tools. Data collected during client assessments will provide a solid foundation to opening the discussion on reaching goals.

Learning Objectives:
  • Identify the phases of the annual planning process.
  • Identify deliverables within the service offering including using advanced reporting and dashboarding.
  • Analyze a full framework for creating a strategic plan including goal setting.

Speaker(s):

  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
Tags: Business

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