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
07.14.20 Braze Enterprise

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

Event Details


Thursday, May 13th, 2021 


12:00 pm – 1:30 pm CT

Attendee Profile

Select group of strategic planning, sales, and finance leaders


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

Attendees Enter Virtual Event & Welcome Remarks

Video Networking in Breakout Rooms

Panel Discussion

Audience Q&A

Breakout Networking Sessions

Reserve Your Spot Here


Anaplan, Inc. (NYSE: PLAN) is a cloud-native enterprise SaaS company helping global enterprises orchestrate business performance. Leaders across industries rely on our platform—powered by our proprietary Hyperblock® technology—to connect teams, systems, and insights from across their organizations to continuously adapt to change, transform how they operate, and reinvent value creation. Based in San Francisco, Anaplan has over 20 offices globally, 175 partners and approximately 1,500 customers worldwide. To learn more, visit



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.