Webinar

Fireside chat: From spreadsheets to strategy

Evolving budgeting leadership- Workday Adaptive Webinar

October 16, 2025
Event details
Date and time

Thursday, October 16, 2025

1 p.m. ET | Noon CT

Intended audience

Financial planning and analysis professionals, chief financial officers, finance leaders, financial analysts, and controllers

Duration

60 minutes

CPD Credit

None

Fee

Complimentary

Event overview

Join us for an exclusive fireside chat with senior finance leaders from Navacord and Wellington-Altus as they share their journeys of transforming budgeting from a tactical necessity into a strategic powerhouse.

Discover how these organizations:

  • Built agile, collaborative planning cultures across departments
  • Replaced legacy spreadsheets with a dynamic, cloud-based planning tool
  • Leveraged Workday Adaptive Planning® to drive real-time insights and smarter decisions

Whether you're a vice president of financial planning and analysis, a finance transformation lead or a curious strategist, this session will offer actionable takeaways and candid lessons from the front lines of planning innovation.

Join us to hear about:

  • Evolving from reactive to strategic finance: Discover how finance teams are shifting from traditional budgeting cycles to dynamic, forward-looking planning
  • Scaling collaboration across the enterprise: Learn how cross-functional alignment and trust are enabling scalable planning across business units
  • Moving beyond Excel to modern planning tools: Hear what it really takes to implement Workday Adaptive Planning—and what teams wish they’d known earlier
  • Building future-ready finance capabilities: Get inspired by how predictive analytics and artificial intelligence are reshaping decision making and what teams are doing to prepare for what’s next

Presenters

Jen Harwood

Jennifer Harwood  |  Manager, Data and Digital Services  |  RSM Canada

Allan Kitaka headshot

Allan Kitaka  |  Vice President, Financial Planning and Analysis  |  Wellington-Altus Private Wealth

Blake Vecchiato headshot

Blake Vecchiato  |  Director of Finance  |  Navacord

Event details
Date and time

Thursday, October 16, 2025

1 p.m. ET | Noon CT

Intended audience

Financial planning and analysis professionals, chief financial officers, finance leaders, financial analysts, and controllers

Duration

60 minutes

CPD Credit

None

Fee

Complimentary

Register