Finance in 2021 and beyond: Planning for the Future

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Presented by

Jason Balk, CFO, Adtegrity | Dan Rosenthal, CFO, Root Insurance | Jill Schiefelbein, Business communication expert

About this talk

Throughout this year, financial forecasts have remained a moving target. With so much uncertainty still looming, how does your business continue to strategize for the future? What are the trends that are the most important to examine? And how are external factors impacting your business in ways that you can’t easily predict? In partnership with Entrepreneur.com, business communication expert and Dynamic Communication author Jill Schiefelbein will lead a conversation with two leading CFOs about what they’re examining, analyzing, and planning in 2021 and beyond. Jason Balk, CFO at Adtegrity, and Dan Rosenthal, CFO at Root Insurance will share best practices to predict and plan, help uncover how financial roles are evolving and the financial trends that your company needs to be paying attention in the future. You will learn in this webinar: • Different viewpoints on short term and long-term planning, and how these have changed in the past year • Cascading impacts on your bottom line that are emerging from external business factors • Reaction timelines and how they need to change based on underlying data • Cash flow versus sales data, and how marrying the two together gives you the best picture • Responsibilities in accounting and financial positions and how they need to change to adapt to the current economic environment

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