Hindsight is 2020. Were you ready for anything that happened this year? Given the ongoing uncertainty, how will you plan 2021?

• When will the pandemic end? What will be the changes in the business environment?

• Will existing customers be able to pay? Will I land new clients or customers?

• What will happen with the economy?

• Will government change policies? What will banks and the financial markets do?

It’s no longer easy to do an annual plan or rely on one that you’ve done, they can become outdated just a month or two into the new year. We need to become more agile as the conditions that affect us are constantly changing and increasingly difficult to predict.

Join Trajectify CFO, Jim McMonagle, to explore new approaches towards making financial planning for our businesses more agile. Linking solid financial insight to strategy is a critical skill for today’s entrepreneurs and business leaders to survive and thrive.

• Making assumptions

• Forecasting and budgeting

• Cash flow projections

• Developing strategies for capital

• Metrics we should be tracking

Our goal is to help you craft a 2021 financial plan that ensures preparedness. Invest just one hour and you will take away actionable steps that prepare you for these new challenges. We’ll bring our years of experience in strategy, planning, change management, scenario analysis, and more. In these times of uncertainty, we need to help organizations create a perpetual state of readiness.

Jim is an experienced CFO, accounting professional and advisor to small and medium sized businesses. He has led the strategic planning in various environments, including startups, early revenue and mature businesses. His focus on the rapid plan keeps you on top of your cash.