Achieving Scenario Based Forecasting and Enhanced Budget Book Reporting at San Jacinto College

Hear about San Jacinto’s journey from a disconnected and limited financial planning process to a modern, scenario-based multi-year forecasting that includes annual Budget Book integrations. Dianne will share insights from every step along the way - from the challenges of evaluating, implementing and learning a new system to the advances San Jacinto College has made with modern planning tools.

Learning Objectives:

• Participants will be able to understand the challenges and benefits of transitioning from a traditional financial planning process to a scenario-based multi-year forecasting system.
• Participants should be able to identify the key steps and considerations involved in evaluating, implementing, and learning a new financial planning system, as demonstrated in San Jacinto College's case study.
• Participants will gain insights into modern planning tools and how they can be integrated for enhanced budget book reporting, enabling them to apply similar principles to improve financial planning at their own institutions or organizations.

Who should attend?