The end of static planning: why better forecasts start with process, not software​
November 17, 2026 · 10:00 AM CST
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When business conditions change, can your planning process keep up? ​

Finance sits at the center of planning. It pulls in numbers from sales, supply chain, operations, and every system in between, then turns them into one view of where the business is headed. While 92% of leaders say they're confident they could handle a major disruption, only 47% say their planning accounts for one. That gap shows up as annual plans that go stale mid-quarter, competing forecasts across functions, and data you have to fix before you can use it.

Join us for a moderated panel with practitioners in finance planning, integrated business planning, and data modernization. They'll share what it takes to move from a static annual plan to one operating forecast that holds up when conditions shift. Drawing on Highspring's Planning for the Unexpected study of more than 1,100 leaders, panelists will discuss:​

  • Moving from a static annual plan to a rolling 12- to 18-month forecast with a three-year anchor
  • Getting finance, operations, and demand planning aligned on one set of numbers
  • Why variance is your best friend, and how to use it to learn instead of assigning blame
  • What data readiness looks like when planning data lives in many systems
  • When to build, buy, or blend, and where AI fits once the foundation is in place

You'll walk away knowing what's holding your planning process back, how other organizations closed the gaps between functions, and which first moves to make before your 2027 planning cycle. The panel's advice is simple: process over perfection. You don't need a perfect system to start planning better.

Who should attend?

This session is for financial planning and analysis leaders, controllers, and CFOs. It's also for demand planning, operations, and data leaders who are tired of reconciling competing forecasts every time conditions shift.

Learning objectives

This webinar is available for 1 CPE credit. By the end of the webinar, you'll be able to:

✅ Identify where planning breaks down across finance, operations, and data handoffs

✅  Explain what has to be true before a rolling 12- to 18-month forecast can work

✅ Describe how integrated business planning moves functions to one operating forecast

✅ Use variance review to diagnose problems and improve forecasts without assigning blame

✅ ssess data readiness and use it to guide build, buy, or blend decisions

How to earn your credit
Attend the live broadcast for 50+ minutes.

Answer 3+ polling questions during the session.

Note: Partial credit isn't available.

Presenters

 Bryan Rhody
Bryan Rhody
Partner, Consulting | Information Management & Technology​
Bryan Rhody is a leader in Highspring's NetSuite practice, helping organizations modernize finance operations through ERP transformation, process optimization, and technology-enabled growth. He partners with finance and technology leaders to improve visibility, streamline operations, and accelerate business performance. Bryan brings deep experience guiding companies through complex finance and systems initiatives.​
View More
 Bryan Rhody
Bryan Rhody
Partner, Consulting | Information Management & Technology​
Bryan Rhody is a leader in Highspring's NetSuite practice, helping organizations modernize finance operations through ERP transformation, process optimization, and technology-enabled growth. He partners with finance and technology leaders to improve visibility, streamline operations, and accelerate business performance. Bryan brings deep experience guiding companies through complex finance and systems initiatives.​
 Lauren Herder​
Lauren Herder​
Partner, Consulting | Strategy & Transformation​
Lauren Herder is a finance transformation leader who helps organizations strengthen planning, forecasting, and operational decision-making. She works closely with CFOs and finance teams to improve business performance through data-driven strategies and process modernization. Lauren brings practical experience helping organizations navigate change while building more agile finance functions.​
View More
 Lauren Herder​
Lauren Herder​
Partner, Consulting | Strategy & Transformation​
Lauren Herder is a finance transformation leader who helps organizations strengthen planning, forecasting, and operational decision-making. She works closely with CFOs and finance teams to improve business performance through data-driven strategies and process modernization. Lauren brings practical experience helping organizations navigate change while building more agile finance functions.​
Codye Satterwhite​
Codye Satterwhite​
Partner, Consulting | Supply Chain Planning​
Codye Satterwhite is a Partner at Highspring with deep expertise in supply chain strategy, planning, and operational transformation. He helps organizations improve forecasting, scenario planning, and decision-making by connecting business strategy, data, and technology. Codye brings a practical perspective on how finance and operations leaders can use AI and modern planning approaches to better navigate uncertainty and change.
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Codye Satterwhite​
Codye Satterwhite​
Partner, Consulting | Supply Chain Planning​
Codye Satterwhite is a Partner at Highspring with deep expertise in supply chain strategy, planning, and operational transformation. He helps organizations improve forecasting, scenario planning, and decision-making by connecting business strategy, data, and technology. Codye brings a practical perspective on how finance and operations leaders can use AI and modern planning approaches to better navigate uncertainty and change.
 Danielle Mason
Danielle Mason
Partner, Consulting | Technology Delivery & Operations
Danielle Mason specializes in technology transformation, digital strategy, and enterprise solution delivery. She works closely with CIOs, CTOs, and business executives to modernize legacy systems, improve data accessibility, and leverage emerging technologies to solve complex business challenges. With experience leading cross-functional teams and large-scale technology initiatives, Danielle brings a strategic, execution-focused perspective on how organizations can use technology to improve decision-making, operational efficiency, and business performance.​
View More
 Danielle Mason
Danielle Mason
Partner, Consulting | Technology Delivery & Operations
Danielle Mason specializes in technology transformation, digital strategy, and enterprise solution delivery. She works closely with CIOs, CTOs, and business executives to modernize legacy systems, improve data accessibility, and leverage emerging technologies to solve complex business challenges. With experience leading cross-functional teams and large-scale technology initiatives, Danielle brings a strategic, execution-focused perspective on how organizations can use technology to improve decision-making, operational efficiency, and business performance.​

CPE Credits

CPE: This session qualifies for 1 CPE credit. Partial credit within a session will not be offered.

 

  • Field of Study: Accounting
  • Prerequisites: N/A
  • Advanced Preparation: No
  • Knowledge Level: Basic
  • Event Location: Virtual
  • Delivery Method: Group Programs
  • Refund Policy: N/A

 

Highspring is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry  of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Webinar: The end of static planning: why better forecasts start with process, not software​ by Highspring & Vaco by Highspring
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