Webinar

Annual Planning Part 1 - Set Up for Success

Kickstart planning season with the tools, tactics, and workflows that top finance teams use to stay ahead.

Annual planning can be simple and effective. Join us to learn key steps, from early alignment to avoiding pitfalls. Walk away with practical tips you can use right away.

Date & Time

Wednesday, August 27th, 2025

12 p.m. ET / 9 a.m. PT

Duration

45 minutes

cube-csuite

Details

We’ll cover the essentials to help you plan smarter and more strategically.

In this webinar, we'll highlight:

🧭 How to Set Up for Success
Tips for aligning timelines, gathering inputs, and building a strong foundation before modeling even begins.

🏗️ Getting Started the Right Way
Best practices for kicking off your plan, including who to involve, what data to prep, and how to create momentum

🧠 Best Practices from Leading Finance Teams
Learn how high-performing FP&A teams avoid version control chaos, speed up collaboration, and drive more strategic conversations.

Can’t make it live? Sign up and we’ll send you the recording.

Speakers

Tyler Hegyesi

Solutions Consultant

Cube Software