SUITE LIFE TV Ep. 2.5
Financial Planning and Budgeting Techniques

Episode Topic:

Financial Planning and Budgeting Techniques

With Guests:

Geri-Lynn Kushneryk, CFO | GURUS Solutions

Matthew Jay, NPB Consultant | GURUS Solutions

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Episode synopsis:

Staying on the topic of planning and budgeting, we resume from where episode 2 (Planning and Budgeting Hell...and How to Get Out of It) left off. In episode 2.5, we speak with Geri-Lynn Kushernyk (Chief Financial Officer at GURUS) and Matthew Jay (Expert on Oracle NetSuite’s Planning and Budgeting Cloud Service) on the subject of the best techniques that today’s CFO should have in their arsenal come budgeting season.

Some of the questions we’ll be answering are:

  • What is the role of budgeting and forecasting in strategic planning and how can it be improved for accuracy? 
  • Business plan vs. budget, and how to reconcile expectations with the reality using past data. 
  • What are some of the most efficient and proven techniques when it comes to forecasting for the upcoming year? 
  • How do you plan for a successful IPO?

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