Who Moved That Cheese? – Navigating the Changes that Impact Financial Planning and Forecasting

Date: Wednesday, September 02, 2020
Time: 10:00am-11:00am
Location: Virtual

In collaboration with:


Free to Attend


We’ll explore how to bring thinking and data together to navigate the new conditions we are all in. Topics include:

  • Foundational changes: how our current environment wreaks havoc on our existing ways of analyzing our businesses
  • What drivers and metrics are most impactful, today? How have these changed since February 2020?
  • External data sources – are you taking advantage of them? Why not?
  • The process of Financial Planning & Analytics – from conceptualizing to obtaining results – and some tools that can help you



Bob Green

Lead Partner

Bob is a Partner with SingerLewak and is responsible for the SL Business Informatics division. This division provides objective information systems and digital transformation advisory to growing businesses, as well as IT assurance services (SOC, SOX). Bob is a former CFO and PWC manager, and a very frequent speaker and author on topics ranging from digital transformation success factors, ERP and CRM implementation challenges and FP&A. Bob has been featured in client-facing sessions with Oracle and other software organizations and has been a frequent contributor to the AICPA information technology section as speaker, author and committee leader for over 20 years.


Kelly Anderson

Experienced CFO & Board Member

Kelly is an experienced financial services leader, thought leader and CFO. She also serves as a Public Company Board Member and Audit Committee Chair. Her purview includes Capital Raising, strategic planning, process improvement, restructuring and financial analytics and planning.