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The Need for Business Planning & Analysis in Your Finance Department
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Join us for The Need for Business Planning & Analysis in Your Finance Department

Event Overview

In ever-changing and uncertain market conditions, it is essential for business leaders to arm themselves with reliable financial models and cash management plans. Smart business decisions rely on access to key information — from effective budgeting, forecasting, and variance analysis to performance monitoring and real-time financial reporting. Through an effective business planning and analysis practice, you can set financial goals, devise strategies, and create budgets to effectively navigate resource allocation and cash flow management in an evolving landscape.

Join our webinar as we outline how to fuel your organization with the right modeling and reporting strategies to achieve sustainable growth and long-term success.

Date and Time
Wednesday, May 8 | 12 - 1 p.m. CT
Online (Webinar)
Learning Objectives
  • Examine the role of business planning and analysis in your finance department.
  • Explore effective budgeting, forecasting, and financial modeling practices.
  • Discuss various scenarios and how business planning and analysis supports informed decision making.
  • Identify steps to get started and technology's role in the process.
  • Natalie Miller photo
    Natalie Miller, CPA, CHFP
    Outsourced Accounting Senior Manager
    Natalie helps our clients by providing outsourced accounting services, ranging from daily accounting needs to CFO advisory services, including business planning and analysis. She works to streamline processes and address any pain points clients are experiencing in maintaining accurate financial records.
  • Michael Volz photo
    Michael Volz
    Business Planning & Analysis Senior Manager
    Michael is a dedicated professional with a passion for helping clients succeed and grow. His expertise lies in simplifying complicated financials into key drivers, leveraging a data-driven approach to drive informed decision-making.
  • Shaylee Olson photo
    Shaylee Olson
    Shaylee is the Director of the NetSuite Consulting Delivery practice at Eide Bailly. Her journey in the tech industry began in accounting, then to consulting, working internally in business applications, and progressively evolved into a role where she now leads a team of dedicated professionals in delivering comprehensive NetSuite solutions. That experience has led to a passion for bridging the gap between accounting, process, and technology.
  • CPE Credits
  • Field Of Study
    Business Management & Organization
  • Level Of Knowledge
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

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