From Spreadsheets to Strategic Planning: A CFO’s Journey to Connected Finance

November 18, 2026 @ 3:40 pm - 4:05 pm

  • Theater 2

About Session

What happens when a CFO decides it’s time to move beyond spreadsheets and disconnected planning processes? In this candid, client-led session, a CFO shares his experience partnering with Fadmoor to transform financial planning, forecasting, and decision-making. Hear firsthand what drove the organization to make a change, how the implementation process unfolded, what worked, what didn’t, and the impact of having a more connected planning environment. This conversation goes beyond the technology to explore the realities of change management, stakeholder adoption, data, and building a planning process that finance leaders can actually rely on. Come hear lessons learned directly from the CFO who lived it.

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