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Financial experts use projections in business valuations, economic damages, and a multitude of other scenarios in practice. Understanding the source of data is one step, but assessing the quality of the data along with projections is critical for data quality as well as assessing the sufficiency and accuracy of management’s projections. Learn how to understand and assess the quality of projections and the quality of the professionals providing those inputs by joining Josh Shilts, who will discuss financial planning and analysis, maturity models. Mr. Shilts will provide education on the maturity models of financial planning and analysis processes to help practitioners gauge the data received as well as implement best practices to improve their own projections that they utilize and prepare in practice.
Program Agenda
FP&A maturity models—Overview of the various state of maturities as it relates to subject-company financial planning and analysis;
What model is best?—Discussion of the pitfalls of assessment work and how to avoid disruption to your work product after determining “errors or faults” from within;
Maturing your models—Using case studies, we will discuss how to utilize maturity model assessments and best practices to implement when assessing management’s projections as well as your own.
Learning Objectives
Learn the various state of maturities as it relates to subject-company financial planning and analysis and how to apply these principles in various aspects of the project (e.g., assessing quality of the projection, assessing workforce, etc.);
Learn the pitfalls of assessment work and how to avoid disruption to your work product after determining “errors or faults” from within; and
Learn how to utilize maturity model assessments and best practices to implement when assessing management’s projections as well as your own.
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