Planning and Forecasting Re-invented


Planning and Forecasting Re-invented


  • Format


  • Type


  • Duration

    2h 30m

Proudly in association with our Sponsor:

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Join this bitesize breakfast briefing to hear how we can do things differently as, thought leader, Anders Liu-Lindberg shares his ten commandments for planning and forecasting.

There are no upcoming dates for this Event

Product information


In a world where the only constant is change, we need to continually re-invent how we run things in the finance function. With poor visibility into the future and a constantly changing economic landscape, traditional approaches to planning and forecasting are no longer viable. Small incremental process changes won’t cut it as the traditional approach has already struggled to deliver the needed outcomes in the past two decades.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Duration:2h 30m
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

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Programme outline

At this CIMA breakfast event, we have invited one of the primary thought leaders in financial planning and analysis, Anders Liu-Lindberg, to share his views on how we can do things differently. He has recently published “The Planning and Forecasting Manifesto” and will share his ten commandments for planning and forecasting.

At the event, Mark Moss from Jedox will also share some use case scenarios & practical demo visualisations to show how technology can enable essential changes to the planning and forecasting process, allowing businesses to become the most resilient and adaptable in the current uncertain world.

Booking information

    • Anders Liu-Lindberg

      Co-founder & Partner, Business Partnering Institute

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      Anders Liu-Lindberg is the co-founder and a partner at the Business Partnering Institute. He has thirteen years of experience working with planning and forecasting at the global transport and logistics company Maersk. He is the co-author of the book “Create Value as a Finance Business Partner” and a long-time Finance Blogger on LinkedIn with 125,000+ followers and 210,000+ subscribers to his blog. He is also an advisory board member at Born Capital where he helps identify and grow the next big thing in #CFOTech. Lastly, he serves on the board of directors at Profitability Analytics Center of Excellence where he helps broaden the latest perspective on profitability analytics to finance and accounting professionals worldwide.

    • Mark Moss

      Senior Sales Executive, Jedox

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      Mark has 25 years’ experience, initially as an accountant (AACA) starting as an auditor including clients like English National Opera and Madam Tussauds through to management accountant roles with Schlumberger Oil (SLB) and Shell. After working on an implementation of a new ERP solution, he saw the value that came from technology to streamline the access and use of data and for the last 15 years have been specialising in FP&A and supporting businesses derive the value that comes from using an adaptable and effective solution like Jedox for efficient access to their data for analysis and supporting the ever growing complexity of their FP&A requirements.

      In his spare time, Mark competes in triathlons and work his boat where he lives!

    • Jedox

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      Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,500 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible.