Financial Roadmapping for Non-Accountants

Elevate your approach to business financial planning from a routine exercise to a strategic advantage. This comprehensive webinar builds on essential financial principles to help you create planning practices that reflect business realities while supporting your strategic vision. Learn to develop forecasts—regardless of the technology you use—that anticipate challenges, identify opportunities, and promote meaningful metrics for success.

Shana Cooper, CPA and founder of The AccountAbility Team, LLC, draws on decades of accounting leadership experience to lead this session. Through practical examples and guided exercises, she demonstrates how to develop actionable financial roadmaps that guide decision-making and support adaptability in dynamic environments. Cooper emphasizes aligning budgets with business values and building sustainable review processes. She helps shift the perception of financial planning from administrative burden to strategic driver—empowering attendees to lead their teams with clarity, confidence, and accountability.

• Connecting budgeting and forecasting to a strong financial foundation
• Identifying operational drivers that influence planning accuracy and usefulness
• Step-by-step planning methods that provide guidance while maintaining flexibility
• Effective collaborative approaches for cross-functional planning
• Best practices for implementing progressive financial reviews

• Understand the relationship between financial fundamentals and effective planning
• Learn and apply the characteristics of quality financial planning
• Explore strategies successful businesses use to translate planning into actionable roadmaps and measurable results

• Increased confidence in financial planning, business direction, and stakeholder communication
• Business resilience through strategic resource allocation and management
• Reduced financial surprises due to a higher degree of predictability and preparedness
• Enhanced team alignment around financial goals and business priorities
• Improved decision-making through integrative planning processes

This webinar is a valuable opportunity for business owners, leaders, and finance professionals to strengthen their financial planning capabilities and better align their operations with long-term goals. Attendees will gain practical tools and insights that lead to greater control, accountability, and sustainable growth.