march, 2024

28mar1:00 pm2:00 pmBridging the Gap Between Short-Term Financial Goals and Long-Term Strategic Vision

Event Details

Bridging the Gap Between Short-Term Financial Goals and Long-Term Strategic Vision  

 March 28th, 2024 1-2 PM Eastern  

Financial executives need to evolve beyond the ‘Office of No’ and bridge the gap between short-term financial goals and long-term strategic vision. Executives as strategic partners are crucial in navigating the complexities of balancing short-term financial goals with long-term strategic plans. By defining and communicating the strategic goals of the company, while harnessing advanced, flexible financial tools for budgeting, forecasting, and monitoring, financial leaders can provide the insight and agility needed to adapt to the ever-changing business environment. This strategic partnership is key to driving sustainable growth and long-term success, ensuring that companies remain resilient and proactive in the face of uncertainty.  Join Heather Cole, an executive coach and analytic advisor from Lodestar Solutions, as she shares how forward-thinking executives bridge the gap.  


Participants will:  

  • Identify and Understand the Discrepancy: Participants will be able to identify the key challenges and consequences associated with failing to align short-term financial goals with the organization’s long-term strategic vision, emphasizing the importance of finding a balance to avoid common pitfalls. 
  • Grasp the Essentials of OKRs: Gain a high-level understanding of Objectives and Key Results (OKRs) as an effective leadership and strategic planning tool, and how it can be used to align and motivate teams towards achieving long-term strategic goals. 
  • Leverage Technology for Strategic Harmony: Learn how IBM Planning Analytics can serve as a pivotal tool in harmonizing short-term financial management with long-term strategic planning, showcasing its capability to provide real-time insights, flexible budgeting, and accurate forecasting. 
  • Recognize the Value of Guidance: Discover the importance of having a coach to facilitate the transition towards integrating strategic financial leadership within the organization, ensuring the effective implementation of tools like IBM Planning Analytics and methodologies like OKRs for sustainable business growth. 


Click HERE to register for this session.

Cost: Free 

Additional Information:   

Field of Study: Finance
Basic knowledge of strategic planning and budgeting.
Who Should Attend: Finance and Accounting Professionals looking to level up their knowledge of Financial Planning Analytics. 
Advanced Preparation: Have a notebook ready, you will want to take notes.  Otherwise, no preparation is required. 
Program Level: Intermediate 
Delivery Method: Group Internet Based 


(Thursday) 1:00 pm - 2:00 pm

Registration Link

Click Here to Register

Leave a Comment