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Integrated business planning (IBP) represents a commitment to align people, processes, and technology across an organization in order to improve business performance. For finance leaders, this translates into a need for strong cooperation and collaboration with their non-finance counterparts to gain a clear picture of trends and drivers that impact business performance.

However, connecting departmental silos with one another can be a challenging organizational task—which is why many organizations have turned to IBP to help them connect their financial and operational performance management processes.

The result? A more dynamic, reliable way to help the business make better decisions by anticipating the future.

During this webcast, we discuss how to:

  • Get executive buy-in from your organization to implement IBP.
  • Evaluate and improve processes for gathering the data that informs your planning.
  • Use today’s technology to support a successful and sustainable approach to IBP.

You’ll also walk away with new insights into the drivers and trends that have the greatest ability to impact your business, including a clear idea of the analytical and technical skills you need to establish IBP best practices.

About the speakers:

Jeffery Yonkers

Jeffrey Yonkers, CPA, is Chief Financial Officer of Best Market. Best Market is a private, family-owned supermarket chain with locations throughout New York, New Jersey, and Connecticut. 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 amassed extensive experience working with closely held, private-equity, and publicly held businesses on matters involving financial reporting, financial disclosures, and financial statement preparation. In addition, he is adept at handling lender relations, internal reporting, budgeting, cash management, and financial covenants. Jef-frey was selected in 2017 as The Milton Zipper Financial Executive of the Year by the Long Is-land chapter of the Institute of Management Accountants.

Beyond his work, Jeffrey has been an effective trainer, frequently holding training seminars on auditing and reporting topics. He is also a prolific thought leader, writing articles and holding ex-ternal seminars on various accounting topics. 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, Jeffrey received his Bachelor of Science in accounting from the State University of New York at Oswego.

Tony Levy

Tony is the Global Head of Finance Solutions with Anaplan. He has a passion for helping clients drive business performance through the strategic application of corporate performance man-agement software. He has more than 20 years of experience with enterprise solutions within the Global 2000 in operations and finance.

Miles Ewing

Miles advises finance function leadership on improving functional capability performance. He fo-cuses primarily on enhancing financial planning and analysis capabilities in forecasting, analysis, and reporting, as well as working with companies on finance function integration or divestiture, shared services, and larger functional capability transformations. He has more than 18 years of experience working in finance and accounting across multiple industries.

Tom Willman

Tom Willman serves as Global Practice Leader of The Hackett Group’s Finance Advisory pro-grams. He has more than 19 years of finance, accounting, and consulting experience across numerous industries. His experience has focused on helping CFOs and senior finance execu-tives transform their organizations through the deployment of more efficient and effective pro-cesses, service delivery models, and enabling technologies.

On-demand webinar