Business planning, budgeting and forecasting

35 questions for coronavirus planning

Business leaders should be proactive in putting emergency plans in place in response to the spread of coronavirus. Here’s a checklist for organizations related to employees, customers, and vendors.

How to integrate FP&A and ERM

Integrating risk management and financial planning and analysis can offer new insights that could affect business projections.

How to keep employees in the game

Brandy Amidon, CPA, the CFO at South Carolina marketing and creative agency Brains on Fire, found a way to hold employees’ interest and get them to care more about the organization’s profitability.

How to better connect planning, forecasting, and budgeting

Finance professionals are taking on strategic duties in addition to traditional reporting and compliance roles, and they’re becoming more influential in their organizations. But they still have an opportunity to make improvements, particularly when it comes to the use of forecasts.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

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Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.