Long-term Projections XLerator

Guide to help organizations understand how long-term projections work and which approach is right for them. Includes evaluation criteria for long-term projections software.

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Forecasting XLerator

This guide, from our Budgeting XLerator series, contains information to help organizations decide what approach to forecasting is right for them. Also provides key evaluation criteria for forecasting software.

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Practical Forecasting: In Search of the Financial Unicorn

Interactive Q&A with a panel of finance executives who have successfully implemented forecasting and long-range projections in their organizations. Featuring Sally Berven, CFO, Perot Museum and Anne Wells, Director of Business Services, University of Findlay

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The Art of Forecasting: A Pragmatic Case Study

The annual budget process is cumbersome enough for many organizations – revising the budget over the year and making adjustments to align to plan can be asking too much. Learn how Dan Brent, CPA, Associate VP of Finance, Massachusetts School of Professional Psychology, tackled this problem.

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Why Budgeting Should Be a Strategic Planning Imperative

This article in Chief Executive Magazine reviews the top 5 reasons for incorporating budgeting into the strategic plan – including tips for success in engaging employees and increasing ownership in the process.

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Higher Ed is Budgeting Outside the Box

This University Business article features XLerant customer: Anne Ilcus, Budget Administrator at Palm Beach Atlantic University, and explores higher education institutions using technology to “up” their financial planning and budgeting game.

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Self-Service Budgeting

Business Officer Magazine explores the importance of “ease-of-use” in budgeting software.  This case-based article explores the challenges of Excel for budgeting and how the finance team at Drew University partnered with XLerant to resolve them.

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Mission Critical Budgeting for All Businesses

Brad Bertsch — Brotherhood Mutual Insurance Company and John Ter Louw — Georgia Municipal Association explore cross-industry budgeting best practices including: engaging department heads and senior management, balancing control & flexibility, and budgeting to fund strategic initiatives.

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Community College Roundtable: Mission Critical Budgeting

Liz Murphy, CEO from CampusWorks, Inc. facilitates a discussion exploring budgeting challenges and successes in community colleges – featuring Stacy Buckingham — John A. Logan College; Donna Farlow — Union County College; and Steve Miller — San Juan College.

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Calculating the ROI of Ease-of-Use

There are lots of obvious benefits of moving from Excel to a purpose-built budgeting software… but what’s the incremental ROI for a system with better ease-of-use? Download the XLerant Budgeting Brief: Calculating the ROI of Ease-of-Use to learn more about the bottom line benefits (both qualitative & quantitative) of improved usability. 

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