Constructing Internal Controls – Turning Risk into Rewards

An effective internal control framework identifies and reduces risk.  But those aren’t the only benefits: research reveals internal controls can increase employee engagement & customer loyalty! Guest speaker: Jennifer Eversole, CPA shares best practices, risks to watch out for, and surprising rewards!

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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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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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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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Planning to Win: The Best Way to Predict the Future

In this Journal of Corporate Accounting & Finance article, XLerant co-founder Lawrence Serven, authors a thoughtful piece on transforming planning from a mechanical exercise to a value-added process that helps make forecast results happen.

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CFO Panel Discussion: What is Budget Accountability?

A distinguished panel of CFOs share best practices and discuss how they transformed budgeting into a valued added process – building a culture of budget accountability; with: Howard Buxbaum, Drew University; Jill Larsen, Baptist General Convention of Texas; Linda Roth, Long Term Care Partners.

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