When it comes to planning and budgeting, Excel doesn’t always excel. Even with the most stringent procedures and cautious checks and balances in place, we can find ourselves knee deep in spreadsheets and uncertainty.

This video covers a better planning process that benefits the entire organization. We’ll provide the right ways to use Excel for planning and budgeting as well as best practices that go beyond spreadsheets. We’ll discuss everything from payroll processing to Capex planning.


  • Understand when and when not to utilize Excel in the planning and budgeting process, and what to do instead so that all of your business needs are satisfied
  • Identify organizational areas of opportunity that could benefit from adopting best practice
  • Understand your organization’s end user contribution and where Excel is needed and necessary
  • Recognize where barriers lie in redefining planning and budgeting for your business

Presented by: Anthony Nazzaro, Principal, CohnReznick LLP & Jon Louvar & Russell Johnston

Ready to move beyond excel? Reduce errors and increase confidence in your numbers with a comprehensive, real-time planning solution. 

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