Democratizing Planning and Forecasting- Increasing Budget Owner Accountability

Presented by: Nan Braun

Many IT Finance teams struggle to secure timely input, meaningful engagement, and clear variance explanations from budget owners. This session presents proven methods used across multiple organizations to shift ownership, increase participation, and build a culture where budget owners actively manage their financial plans. Attendees will learn how to design forecasting and planning processes that encourage accountability without overwhelming stakeholders, how to reduce the need to chase information, and how to create simple, sustainable rituals that improve the quality and timeliness of financial updates. The session emphasizes practical techniques for strengthening financial stewardship across the organization.