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ONLINE PLANNING WEBINAR SERIES - WEBINAR 2 OF 3

NASBA-COMPLIANT CPE WEBINAR  •  1.0 CPE CREDIT  •  FREE

Your CEO Calls on a Sunday. “Give Me a Few Days” Isn't an Answer Anymore.

Here's the truth: you can't predict the future. Nobody can. But you can already have run the scenario before it starts to play out. That's not forecasting. That's scenario planning — and it's the difference between "give me a few days" and "give me twenty minutes."

Hosted by Heather Cole, host of the Financial Executives International Podcast, Executive Advisor, and one of only 32 IBM Lifetime Champions worldwide
Founder & CEO of Lodestar Solutions

  • Thursday, October 15, 2026

  • Live Online (Group Internet Based)

  • 1:00 – 2:00 PM ET
  • 1.0 CPE Credit, Finance

Financial Scenario Planning:

How to Prepare for Disruption and Make Faster Decisions

EVENT SNAPSHOT

Format

Live webinar, Q&A included

Duration

60 minutes

CPE Credit

1.0 credit hour

Field of Study

Finance

Cost

Free, no purchase required

No replays are scheduled at this time. If you can't attend live, register anyway and we'll notify you if this webinar is added back to the calendar.

LIVE DEMONSTRATION FEATURING

IBM PLANNING ANALYTICS

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A 60-Second Look at What You'll Learn

Hear directly from Heather on why scenario planning, not single-point forecasting, is how
finance leaders answer fast in 2026.

THE REAL 2026 PROBLEM

This isn't about whether you saw it coming. It's about how fast you can answer once it's here.

CFOs are telling us tariffs, inflation, and demand swings are dominating conversations this half of 2026. Most finance teams are still rebuilding the same analysis from scratch every time something changes.

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From scattered disruption signals

to a decision you can act on

SINGLE-POINT FORECASTING: THE OLD STANDARD

One forecast, one set of assumptions, rebuilt from scratch every time a tariff, a lost customer, or a cost spike changes the picture. It answers the question you asked last quarter.

SCENARIO PLANNING: THE 2026 STANDARD

Three live scenarios maintained in parallel, so when conditions shift, you toggle the assumptions instead of rebuilding the model. The answer is ready before the CEO calls.

This isn't a product demo. It's a live look at scenario toggling in a real planning system, powered by IBM Planning Analytics.

Your Host

Mark Thompson

Heather Cole

Founder & CEO, Lodestar Solutions

One of Only 32 IBM Lifetime Champions Worldwide
Executive Advisor
Host, Financial Executives International Podcast
FEI Member, Tampa Chapter

Heather Cole is Founder and CEO of Lodestar Solutions and one of only 32 IBM Lifetime Champions worldwide. She serves as an Executive Advisor, hosts the Financial Executives International Podcast, and is a long-time member of Financial Executives International's Tampa Chapter. For more than 25 years, Heather has worked with financial executives to improve the FP&A process, helping CFOs and finance teams move from static, annual forecasts to driver-based planning that stays accurate as conditions change. She will lead the session live and stay on for questions.

What You'll Walk Away With

Presented at a Basic level. No prerequisites or advance preparation required.

01

Why single-point forecasts leave you flat-footed the moment conditions shift.

02

A repeatable framework for maintaining three live scenarios without rebuilding from zero each time.

03

How to move from “give me until Thursday” to “give me twenty minutes.”

04

A live look at scenario toggling in a real planning system, powered by IBM Planning Analytics.

Built for CFOs and Finance Leaders Navigating Change

This session is for finance leaders tired of rebuilding the same analysis from scratch every time something changes.

Chief Financial Officers

VPs of Finance

Controllers

FP&A Directors & Managers

Treasury & Corporate Finance Leaders

Finance Business Partners

Reserve Your Seat and See Scenario Toggling in a Real Planning System

Free. No purchase required. Register now to hold your spot. No replays are scheduled at this time. If you can't attend live, register anyway and we'll notify you if this webinar is added back to the calendar.

Financial Scenario Planning: How to Prepare for Disruption and Make Faster Decisions

Thursday, Oct 15, 2026 - 1-2 PM ET - You'll receive a confirmation email with your join link.

ALIGNED PLANNING WEBINAR SERIES

This Is Webinar 2 of 3. Two Other Sessions Are Part of the Series.

THIS EVENT HAS PASSED

How to Improve Financial Forecast Accuracy When Business Conditions Keep Changing

Where this series started. Why forecast responsiveness, not just accuracy, is the real 2026 problem. 1.0 CPE credit.

OCT 22, 2026 · 1-2 PM ET

Is Your Budgeting and Forecasting Software Built for Where You're Going, or Just Where You've Been?

Most CFOs underestimate the cost of inaction by six figures. Find out where your current tools are quietly costing you. 1.0 CPE credit.

✓ NASBA CPE APPROVED PROGRAM

CPE Credit Information

Field of Study

Finance

Program Level

Basic

Delivery Method

Group Internet Based

Prerequisites / Advance Prep

None

CPE Credit

1.0 (50-minute hour, per NASBA guidelines)

Attendance Requirement

Attendees must remain present for the entire session and correctly answer at least 3 of the 4 polling questions presented live to receive credit.

This program is free; no purchase required to attend.

Registration: Each attendee must register individually. Registration links are unique and may not be shared or forwarded; a unique registration is required to verify attendance and maintain CPE credit certification.

Refund/Cancellation: Free program, no fees collected, no refund applicable. Cancel anytime via [email protected].

Complaints: Contact Lodestar Solutions at [email protected]. Complaints regarding NASBA National Registry sponsors may go to NASBA at www.nasbaregistry.org.

NASBA Sponsor ID: 167915

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[email protected]   

813-415-2910

CPE SPONSOR INFORMATION

Lodestar Solutions is registered with NASBA's National Registry of CPE Sponsors. Sponsor ID: 167915. State boards of accountancy have final authority on acceptance of CPE credit. Complaints regarding registered sponsors may be submitted to NASBA at www.nasbaregistry.org.

© 2026 Lodestar Solutions. All rights reserved. · Free program, no fees collected, no refund applicable. Cancel anytime via [email protected]. · Presented at a Basic level; no prerequisites or advance preparation required.