Annual Planning: Beyond Numbers to Busin...

Are you leveraging the full potential of strategic finance in your annual planning process?  

In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to break down. 

From aligning strategy with operational plans to integrating long-range forecasting and scenario modeling, Igor offers frameworks and hard-won insights on how mature finance teams turn planning into a competitive advantage. 

Discussed in This Episode: 

• The link between strategic planning and annual budgeting 
• Why “planning the plan” matters more than you think 
• How to use OKRs to align strategic and financial priorities 
• Best practices for rolling forecasts and scenario planning 
• Common pitfalls that derail planning (and how to avoid them)

For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.