February 1, 2022
1:00 pm - 2:30 pm

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Budgeting and Planning Solutions that Replace Excel – with New Options!

Spreadsheet-based budgeting and planning is never “board-worthy”, and it doesn’t provide finance teams enough time to do what-if analysis and forecasting. Using a budgeting and planning solution that integrates with your accounting system can save hours to days’ worth of work and eliminate common pitfalls of spreadsheet-based processes. With the right budgeting software, everyone works on the latest version and knows who updated the budget and when. You can create and save multiple scenarios within a single budget, so you have a better handle on your process. In the webinar, we will discuss:

• The signs your organization has outgrown Excel for budgeting and planning
• Identify highly recommended options for integrated budgeting and planning with your accounting system, including a new partnership for 2022 and beyond
• How to work with GRF to continue discussions around the best fit tools for your organization

Join us to learn how the right budgeting and planning tool can streamline your organizational budgeting process and help increase accountability for results across budget owners. Bring your questions! We’ll reserve time for Q&A.


Who Should Attend

Individuals leading the accounting/finance function, individuals tasked with budgeting and planning management or preparation. CPAs working with these companies will also find value.


Jim Norton, CPA

Former Principal, Accounting Technology Services

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Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services

Additional Program Details

  • Learning Objective: To provide attendees with best processes and tools for streamlining the organization’s budgeting and planning process
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Information Technology – Cloud Computing, Finance – Budgeting and Cost Analysis, Finance – Financial Planning and Analysis.
    Technology – Cloud Computing.
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns