Corporate Finance Brief

4 proven tactics to survive budget season for finance leaders (video included!)

Cube Software

SEPTEMBER 22, 2023

As a former 3x CFO, I've survived my fair share of budget seasons—and so has my colleague , Chris Ortega (fractional CFO and CEO of Fresh FP&A). From budget season horror stories to tales of success, Chris and I discussed it all in our recent webinar, Surviving Budget Season: 4 Proven Tactics for Finance Leaders.

Budgeting

Budgeting Finance CFO Planning

Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. How the holiday season presents an opportunity to have important money-related conversations with family members.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Planning Valuation Securities

Corporate Finance Brief

4 proven tactics to survive budget season for finance leaders (video included!)

Weekend Reading For Financial Planners (Dec 24-25) 2022

Webinars

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