Annual Planning: Beyond Numbers to Business Growth
Update: 2025-07-29
Description
Are you leveraging the full potential of strategic finance in your annual planning process?
In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to break down.
From aligning strategy with operational plans to integrating long-range forecasting and scenario modeling, Igor offers frameworks and hard-won insights on how mature finance teams turn planning into a competitive advantage.
Discussed in This Episode:
- The link between strategic planning and annual budgeting
- Why “planning the plan” matters more than you think
- How to use OKRs to align strategic and financial priorities
- Best practices for rolling forecasts and scenario planning
- Common pitfalls that derail planning (and how to avoid them)
For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.
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