October 13, 2020

Episode 5: Using KPIs to Inform the Budget Process and Next Year Planning

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Episode 5: Using KPIs to Inform the Budget Process and Next Year Planning

Budget planning isn’t easy even during a normal year, but by looking at business drivers, you may be able to set a more accurate, objective-oriented plan for the next quarter and year. This episode takes a closer look at how leadership teams can get back on track with a budget that sees them through lingering COVID-19 disruption and beyond.

Kyle Ludwig of the CBIZ CMF team shares insights, including:

  • Identifying the purpose behind your budget and the importance of aligning strategies to meet that purpose
  • Different approaches to the budget process
  • Tips for ensuring that your budget is successful, including tips for setting up responsibility and ownership structure of the plan
  • Suggestions for how to bridge the most recent periods of performance to prior year results


Guest: Kyle Ludwig, Managing Director

Kyle leads the organization’s Strategic Financial Planning and Analysis practice where he delivers engagements to help companies drive value through data analytics, and improvements to financial and operational reporting.


Copyright © 2020, CBIZ, Inc. All rights reserved. Contents of this publication may not be reproduced without the express written consent of CBIZ. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

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