Live Finance Workshop

The 2027 budget calendar is already moving. The assumptions that shape next year get set before the first template goes out. Join us for a free two-part workshop on making sure yours are the assumptions that hold up.

What you’ll learn:
• How to set up your 2027 budget process from kickoff, with clear guardrails and ownership before templates go out
• How to build a first-pass budget as a driver-based forecasting bridge, from actuals to target
AI can generate a budget in seconds now. It can’t tell you if the drivers behind it are the right ones, and it definitely can’t stand in a leadership meeting and explain them.

Join us September 16 for two free sessions: Natasha Sabelli, CPA on setting up a 2027 budget process that holds together from kickoff to approval, and Carl Seidman, CPA on building a first-pass budget that stands up to scrutiny, using a forecasting bridge.