Aligning Sales and Finance Priorities to Maximize Growth
Aligning Sales and Finance Priorities to Maximize Growth
Thursday, May 13th
@ 12:00 – 1:30 PM CT
Thursday, May 13th
@ 12:00 – 1:30 PM CT
About the Program
Aligning Sales and Finance Priorities to Maximize Growth is an invitation-only, video-based virtual event limited to strategic planning, sales, and finance leaders from enterprises across the country who will convene with three goals in mind:
- Learn from insightful conversations led by our moderated panel
- Participate in interactive break out room video discussions
- Build meaningful new connections with a group of diverse thinkers
About the Content
After a year of uncertainty and reduced spending, finance and sales leaders are aligned on one major goal: drive as much growth as possible, as quickly as possible. According to a study by the National Center for Middle Market, 87% of CFOs expect to spend much more time focusing on customers and the customer experience, while sales teams want to prioritize re-engaging relationships strained by the pandemic. However, to improve customer relationships, sales and finance leaders need to first work on streamlining internal communication and collaboration between the two siloed departments.
The key to success for CFOs and sales leaders is to value people over processes. By eliminating internal friction, organizations can prioritize implementing an effective planning platform, increasing data visibility, and driving cycle time reductions. Innovative finance and sales leaders who successfully provide planning at the right time, to the right people, in the right level of detail are able to align sales plans to revenue drivers and make better, more informed decisions for the company as a whole.
At our virtual roundtable on May 13th, our expert panelists will discuss how the two functions can work together to take a proactive approach to future disruption and generate significant growth for the organization.
We'll Discuss
- Developing common goals to close the cultural gap between finance and sales
- Best practices for using and sharing cross-functional data
- Assessing risk proactively to best prepare for future disruption
- Creating a hybrid sales force that’s skilled at selling virtually as well as in-person
- How the pandemic has put added pressure on revenue forecast accuracy and strategies to understand customer buying patterns going forward
Panelists
Panelists
Event Details
Date
Thursday, May 13th, 2021
Time
12:00 pm – 1:30 pm CT
Attendee Profile
Select group of strategic planning, sales, and finance leaders
Agenda
12:00PM Attendees Enter Virtual Event & Welcome Remarks
12:05PM Video Networking in Breakout Rooms
12:15PM Panel Discussion
12:55PM Audience Q&A
1:10PM Breakout Networking Sessions
12:00PM
Attendees Enter Virtual Event & Welcome Remarks
12:05PM
Video Networking in Breakout Rooms
12:15PM
Panel Discussion
12:55PM
Audience Q&A
1:10PM
Breakout Networking Sessions
Reserve Your Spot Here
Sponsor
Organizer
Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.




