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Moving Beyond Traditional FP&A

Evolving Planning and Budgeting for the Current Times

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Charles Darwin never said evolution was a matter of the survival of the fittest. On the contrary, he said: It is not the strongest of the species, nor the most intelligent that survives. It is the one that is most adaptable to change. Any crisis – whether within a company or global – is a stress test that measures the adaptability of the finance department. And the adaptability of an organization determines its agility in responding to change.

The ability of the finance department to execute rapid planning, forecasting and budgeting cycles is a major factor that determines a company’s adaptability to change because the planning process enables executives to guide the organization on the path to success. Watch and listen to Robert Kugel!

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Robert Kugel

SVP and Research Director
Ventana Research

Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and business. The financial performance management (FPM) research agenda includes the application of IT to financial process optimization and collaborative systems; control systems and analytics; and advanced budgeting and planning. Prior to joining Ventana Research he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.