AICPA logo
AICPA logo
  • Home
Making Corporate Financial Planning Fit for Pandemic Times
Management Accounting

Making Corporate Financial Planning Fit for Pandemic Times

Learn practical skills on how to approach corporate financial planning and budgeting with agile planning functions relevant to the uncertainty of the pandemic. This is a 2020 AICPA & CIMA CFO Conference session rebroadcast.

$47.20 - $69
Do you have an AICPA membership? Log in to apply your member discount.




Aug 12, 2021

NASBA Field of Study

Management Services



CPE Credits



Steve Player


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

A comprehensive approach to financial planning

The COVID-19 pandemic spotlighted why traditional budgeting practices often fail in fast-changing environments. Many firms are creating agile planning functions that are better equipped to handle the pace of today's world.

In this webcast, we'll discuss why budgeting, as a process, often impedes progress, and you'll learn about agile alternatives to achieving management's objectives, including:

  • Rolling forecasts
  • Target setting and detailed planning based on "separate and improve"
  • Scenario planning to effectively mitigate risks
  • Effective financial planning and analysis techniques

Key Topics

  • What is the budgeting process?
  • Issues with traditional budgeting
  • Target setting and using rolling forecasts
  • Enabling dynamic action planning
  • Building a more effective planning process

Learning Outcomes

  • Analyze the purposes of budgeting and how to streamline the planning using “separate and improve”
  • Identify more effective target setting to eliminate gaming and sandbagging
  • Use driver-based rolling forecasts to maintain visibility
  • Determine how to shift the focus to identifying and closing gaps
  • Apply scenario planning to become more agile

Who Will Benefit

  • CGMAs
  • Accountants and finance professionals
  • CFOs and business managers
  • Controllers
Credit Info
CPE Credits
NASBA Field of Study
Management Services
3-5 years in the profession
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
50 mins
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
CGMA Designation Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Steve Player
Steve Player serves as the Managing Director of Future Ready Finance and the Beyond Budgeting Round Table North America (BBRTNA) helping organizations improve their planning and control processes. Steve co-authored seven books including Beyond Performance Management and Future Ready: How to Master Business Forecasting (just named one of the 25 best forecasting books of all time.) Steve also interviews CFOs for the website and contributes to the annual CFO Yearbook.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Making Corporate Financial Planning Fit for Pandemic Times
Aug 12, 2021
Select from the following options:
Aug 12, 2021
3pm3:50pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content