Web Seminar

From data to decisions: Building a smarter planning process

Past event date: March 19, 2025 Available on-demand 60 Minutes
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Discover how to revolutionize your budgeting and forecasting process by fully leveraging the wealth of data available at your institution. This session walks you through best practices for creating an integrated, data-driven approach that enhances accuracy, efficiency, and strategic decision-making.

Key takeaways include:

  • Instrument-Level Cash Flow Forecasting: Build a solid baseline for more accurate balance sheet planning.
  • Data-Driven Budget Automation: Use known correlations in customer activities to automate and refine your budgeting process.
  • Efficient Collaboration: Enable management and subject matter experts to focus on their areas of expertise for faster, more effective budget completion.
  • Incentive Compensation Integration: Partner with your compensation team to create budget-informed plans and build incentive projections directly into your budget.
  • Scenario Planning and Forecasting: Identify driver values to enable quick scenario creation and more frequent forecasts throughout the year.
  • Actionable Insights: Focus on key data intersections that matter, streamlining comparison reporting and empowering you to take decisive action faster.

Learn how to harness your data for smarter, more agile planning and forecasting.

Speakers
  • Mike Sisk
    Contributing Editor
    American Banker
    (Host)
  • Heather Hinchley
    Senior Solutions Engineer
    Strata Decision Technology
    (Speaker)