Financial Roadmapping: Building Budgets and Forecasts That Drive Business Success
Elevate your approach to business financial planning from routine exercise to strategic advantage. Shana Cooper, CPA and founder of The AccountAbility Team, LLC, draws on decades of accounting leadership experience to share practical techniques that convert traditional budgeting and forecasting into tools that provide clear direction for business growth and profitability.
This comprehensive course builds on essential financial principles to help you develop planning practices that reflect your business reality while supporting your strategic vision. Learn to create forecasts that, no matter your technology, anticipate challenges, identify opportunities, and promote metrics that measure success.
Key topics covered include:
Connecting budgeting and forecasting to a strong financial foundation
Identifying operational drivers that influence planning accuracy and usefulness
Step-by-step planning methods that provide guidance while maintaining flexibility
Effective collaborative approaches for cross-functional planning
Best practices for implementing progressive financial reviews
Through practical examples and guided exercises, attendees learn to develop actionable financial roadmaps that guide decisions while maintaining the flexibility to adapt to market and business shifts. Cooper emphasizes the importance of aligning budgets with your business values and establishing sustainable review processes. Particular focus is placed on helping teams view planning not as an administrative burden, but as a vital strategic tool for business success.
The webinar is designed for business owners, leaders, and finance professionals who want to strengthen their organization's planning capabilities. Whether you're establishing your first formal budget or refining existing forecasting processes, this webinar provides strategies and insights needed to achieve financial discipline and accountability while maintaining focus on business goals.
Learning Objectives
Understand the relationship between financial fundamentals and effective planning
Learn and apply the characteristics of quality financial planning
Explore strategies successful businesses use to translate planning into actionable roadmaps and measurable results
Business Benefits
Increased confidence in financial planning, business direction and stakeholder communication
Business resilience through strategic resource allocation and management
Reduced financial surprises due to a higher degree of predictability and preparedness
Enhanced team alignment around financial goals and business priorities
Improved decision-making through integrative planning processes