Town Hall: New Trends in Budgeting, Forecasting, FP&A & Integrated Planning

Join this townhall and learn from leading experts how demand planning, S&OP, and FP&A work together to drive superior business performance. You’ll hear leading finance and planning professionals reveal their secrets to success in improving forecasting, cash flow modeling, budgeting and integrated planning. If you’re a finance/FP&A professional, this is your chance to learn how collaborative planning will help you do your job better. And if you’re a demand planning/supply chain professional, you’ll learn how finance fits into the S&OP/IBP process.

You will learn:
  • How to improve cash flow modeling
  • How demand planning, S&OP, and FP&A work together for superior business performance
  • How to update budgets and operating plans, keeping them relevant
  • Leveraging data and forecasting to gain more insights
  • The organizational silos that exist and how to break them down

Need more of this FP&A insight? Then join IBF’s Virtual Financial Forecasting, Planning & Budgeting Conference. Designed for Finance and FP&A professionals looking to drive value through financial and forecasting and collaborative planning, you’ll hear expert speakers from leading companies share the best practices that establish a competitive edge.

Don Clark
Director of Finance

Don Clark is an experienced finance professional specializing in FP&A, continuous process improvement as well as development and integration of financial information systems. As the FP&A manager, Don leads the financial and strategic planning at Bookbyte through a collaborative commercial team to drive sustainable financial growth and strategic progress. Don has over 17 years experience in FP&A and accounting and holds an MBA from the University of Phoenix and a BS in Business Administration from Warner Pacific College.

Mark Lawless, ACPF
Senior Consultant
Institute of Business Forecasting & Planning
Mark has held senior management and C-level positions at several companies across multiple industries. His experience covers manufacturing operations, product development, sales, finance, and marketing. Mark is a long-time affiliate of the Institute of Business Forecasting, having served in advisory roles and delivering training to many companies worldwide. He is the recipient of IBF's 2016 Lifetime Achievement in Business Forecasting & Planning Award. He holds an undergraduate degree in Economics, and graduate degrees in Economics, Finance, and Accounting from Southern Illinois University (Edwardsville), Washington University (St. Louis), Boston College, and Bentley College. He is an IBF Advanced Certified Professional Forecaster (ACPF).
Dean Sorensen
IBP Collaborative

Dean Sorensen is the founder of IBP Collaborative. He is a management consultant with a unique mix of strategic, financial and operational experience across dozens of manufacturing companies in Consumer Products, Food and Packaged Goods, Automotive, Aerospace, Industrial Products, Chemicals, Steel and High Tech sectors. Dean specializes in helping manufacturers dynamically optimize costs, cash flows & performance, by integrating strategic, financial & operational planning & performance management processes, as a means to more effectively manage complexity.

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Other Upcoming Events & Trainings
June 14 - 16, 2023
Chicago, Illinois USA
w/ Fundamentals of S&OP/ IBP Tutorial...
July 18 – 20, 2023
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AUGUST 9-11, 2023
Nashville, Tennessee USA
Supply Chain Planning Training Course w/ 1-Day S&OP/IBP & Demand Management Workshop...