Recalibrate and Realign: Strategic Q2 Tactics for Finance Leaders
Thursday, March 20, 2025
at
2:00 pm
&
EST
Q2 is more than a checkpoint; it’s a pivotal moment to align financial performance with business goals.
Register now
Josh Aharonoff
CPA: Renowned Finance Expert and CEO of CPA Consulting
Theresa Bufano
Director of Financial Planning & Analysis at Paystand
Join us on March 20, 2025 for a webinar designed to help finance teams examine tools and strategies to optimize Q2’s role in the annual cycle. With a practical checklist and strategies for accountability, this session will help your team be equipped to bridge gaps, recalibrate plans, and seize opportunities. Transform the typical quarterly review into a proactive, value-driven process that drives alignment and supports long-term success.
After completing this webinar, participants will be able to:
- Describe the financial planning cycle across all four quarters and evaluate Q2 as a strategic inflection point by conducting a reforecast based on at least one quarter’s worth of performance data and identify at least 3 key metrics needed.
- Identify and define a minimum of five core KPIs used in the financial reporting model, and demonstrate how to align at least two departmental dashboards and OKRs to those KPIs using structured data and visualization tools.
- Differentiate between budgeting approaches for early-stage and growth-stage companies by analyzing the impact of at least three automation tools or processes on forecast accuracy, and explain how monthly departmental reviews reduce forecasting variance by a measurable threshold.
- Utilize a pre-formatted Excel-based FP&A model to generate at least one monthly budget vs. actuals report, track performance across a minimum of three departments, and automate the calculation and reporting of at least five KPIs over a rolling 12-month fiscal period.
CPE Details:
Duration: 50-minutes
CPE Credit: 1.0 Credit
Program Level: Basic
Prerequisites: None. No advanced preparation needed
Delivery Method: Group Internet Based
Field of Study: Finance
Teampay, a Division of Paystand programs will be offered free of charge. For more information regarding programs or registration please contact Tara Guthrie at tara@teampay.co.
For more information regarding administrative policies such as complaints, please contact Tara Guthrie at tara@teampay.co.
Only attendees who join the live webinar for at least 50 minutes and complete the three engagement mechanisms are eligible for CPE credit. Those who join live for less than 50 minutes, participate in less than 3 engagement mechanisms, or watch the webinar on-demand will not receive CPE credit,
Teampay, A Division of Paystand, ensures participant engagement and attendance verification through a structured monitoring system in compliance with CPE standards. For all programs, at least three engagement mechanisms, such as polling questions, are employed per CPE credit hour. These mechanisms are deployed at sporadic and unpredictable intervals to ensure active participation throughout the duration of the program. Presenters will clearly communicate how these mechanisms impact attendance tracking at the start of each session. Participant engagement is monitored and documented using GoToWebinar reports, which track login duration and engagement mechanism responsiveness. All related documentation, including polling data, attendance logs, and engagement is securely retained to support verification and audit requirements.
Teampay, A Division of Paystand 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.
Do More, With Less
Try the intuitive software built to simplify spend and scale with your growing needs.
Privacy PolicyTerms of ServiceBank & Partner AgreementsBank Privacy PolicyResponsible Disclosure Policy
© 2025 Teampay, A Division of Paystand. Teampay is a financial services platform, not a bank. Banking services are provided by Teampay's bank partners. The Teampay Visa® Commercial Card ("Teampay Card") is issued by Sutton Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.
FDIC insurance is available on customer funds through pass-through insurance at Sutton Bank, Member FDIC where we have a direct relationship for the placement of deposits and into which consumer funds are deposited. Pass-through insurance is only available if certain conditions have been met, and there may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail.
All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk. Payment services in the United States are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.
Payment and e-money services are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199). Please find the Terms of Use here.
Please find our Complaint Policy here.
