Free Lesson
Budgeting Is Broken: How FP&A Leaders Can Fix It
45 min
Jun 2, 2026 12:00 PM
What you'll learn
Diagnose Why Budgets Keep Failing
Most budget problems are design problems, not math problems. You'll understand and see exactly why.
Understand the REAL purpose of a budget
A budget isn't a static target. It's the translation of a strategic plan. Understanding this changes how you build it.
Discover A Better Process You Can Actually Run
You'll learn about my 12-step process and how to lead a budget cycle that produces a useful plan, not just a template
How to Handle Assumptions That Change
When reality drifts from plan, most teams accept it as the reality of budgeting. You'll know exactly what to do instead.
How to Get Buy-In Without the Fight
The budget wars happen because of how the process is run. Fix the process, and the conflict largely disappears.
Why this topic matters
Static budgets are outdated before they're finished — it's a process problem that costs FP&A teams their credibility. Yet FP&A teams are in the best position to fix it. This session challenges the way finance professionals think about planning, introducing driver-based models and rolling forecasts that keep pace with the business. Walk away with immediately actionable insights.
You'll learn from
Training FP&As at companies including:
