Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan
From Scorekeeper to Strategist: How Modern FP&A Teams Are Breaking Free from Annual Budgeting.
The finance world has changed — and your planning process should too. In Episode 65 of the CPM Customer Success podcast, we explore why finance leaders are rethinking the traditional budgeting cycle and moving toward dynamic, data-driven planning models.
Inside the episode:
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The top pain points with static, annual budgets (and how they erode confidence)
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The key pillars of Beyond Budgeting: agility, transparency, and decentralized decision-making
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How rolling forecasts and scenario modeling unlock real-time responsiveness
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The role of AI and platforms like OneStream in turning data into action — all from one unified solution
We also feature transformation journeys from:
✅ A global water technology company: from 6-hour load times to 15 minutes
✅ An auto industry company: from disconnected models to finance-owned performance insights
Whether you’re building FP&A 2.0 or just looking to reduce planning fatigue, this episode is packed with practical takeaways for the future-ready finance team.
