Better Budgeting Now: S&OP Process & Financial Forecast Alignment
Virtual Financial Forecasting, Planning & Budgeting Conference
Better Budgeting Now: S&OP Process & Financial Forecast Alignment
You will learn:
- How to connect S&OP to financial planning and budgeting
- Why turning an unconstrained demand plan into a commercial financial forecast is so important
- Why turning a constrained supply plan to plant financials is also critical.
- Why Collaborative Planning is impactful in S&OP when aligning on Financial forecasts
- Case study of Cardinal Health’s S&OP implementation and benefits on financial planning

Lori Anter, MBA, CPF
Senior Director S&OP and Global Planning
Waters Corporation
Lori has 20 years’ experience in Global Planning and S&OP having served in multiple leaderships roles at Waters Corporation, Cardinal Health, Honeywell Safety and CVS Health. Her experience covers overseeing the Global S&OP & Demand Center of Excellence for the Medical Segment businesses at Cardinal Health where she developed a team of Planners, implemented S&OP & Planning processes, and led the implementation of SAP IBP. Her background also includes several complex multi system conversions into a single forecasting software solution. Lori holds an MBA with a focus on Logistics, Materials and Supply Chain Management from Bryant University and is an IBF Certified Professional Forecaster.