The CFO Playbook on Planning: How to Get the Most From Your Next Budget by Avoiding Last Year's Mistakes

Date: Thursday, June 8, 2017
Time: 2:00 P.M. Eastern Time
Duration: 1 hour 

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Webcast Summary

Budgeting is a human endeavor, and it is a skill that organizations can improve over time. For this reason, budgeting is more than a periodic exercise; it is a learning opportunity as well. By recognizing mistakes and understanding the outcomes that follow, your finance team can translate its experience with budgeting into expertise.

During this Webcast, we will focus our attention on how to avoid the most common mistakes organizations make before preparing budgets, and how to derive greater knowledge from the budgeting process. We invite you to join this Webcast to discuss:

  • How to recognize flawed logic, incomplete information, or misinterpretations of available information that can undermine otherwise meticulous preparation,
  • How to prevent sandbagging and other habits organizations often develop to ensure budgets pass muster, and
  • Why engaging your entire organization in the budgeting process can be more productive, and more clearly reveals the value of your finance team, than isolating budgets solely within the realm of finance.

About the Panelists

Jeffrey Yonkers, CPA, Chief Financial Officer, Best Market

Jeffrey Yonkers, CPA, is the Chief Financial Officer of Best Market, a private, family-owned supermarket with 30 store locations in the New York metropolitan area. Jeffrey has more than 20 years of experience in both public and private accounting across a wide variety of industries. During that time, he has accumulated extensive experience in working with closely-held, private-equity, and publicly-held businesses with matters involving reporting issues, financial disclosures, and financial statement preparation. In addition, he is adept at handling, lender relations, internal reporting, budgeting, cash management, and financial covenants.

In 2017, Jeffrey was selected as The Milton Zipper Financial Executive of the Year by the Long Island chapter of the Institute of Management Accountants. An effective trainer, he has conducted numerous seminars about auditing and reporting topics. Jeffrey is a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA), where he was the Co-Chair of the Nassau County Chapter Audit Committee for four years. He received his Bachelor of Science in Accounting from the State University of New York College at Oswego.

Jon ScottJon Scott, Principal, EPM Transformation,
The Hackett Group

Mr. Scott is a Principal with The Hackett Group's Enterprise Performance Management Transformation practice. He is an executive with more than 20 years of experience managing complex, global finance transformation projects.

Lee FeingoldLee Feingold, Principal,
The Keystone Group

Lee Feingold is a Principal with The Keystone Group. Lee's area of focus include interim management, mergers and acquisitions, business strategy, and financial modeling and forecasting. Prior to joining Keystone, Lee worked as a consumer product manager with Johnson & Johnson, and worked in private equity at The Riverside Company. He earned his MBA in finance and marketing from New York University Stern School of Business, and studied finance at the Kelley School of Business at Indiana University.

About the Moderator

Joe FleischerJoe Fleischer, Editorial Director, Custom Content and Research,
CFO Publishing

In his role as editorial director of CFO Publishing's custom content team, Joe Fleischer focuses on developing eBooks, research reports, and virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.