Annual Planning & Forecast Modeling Secrets
Setting Predictable Targets in Messy Markets
Jeetu Mahtani
CRO, ShipBob
Jen Spencer
CGO, Booth & Partners
Pete Caputa
CEO, Databox
Doug Davidoff
CEO, Lift Enablement
Dr. V Boykin
VP, Lift Enablement
Most leaders don’t actually have a planning problem — they have a predictability problem. And in volatile markets, predictability is the difference between growth and chaos.
Planning often breaks down, not because of lack of trying, but because of hidden pitfalls like messy data, unclear ownership, lack of process, and siloed execution.
Join a live, candid panel conversation with CEOs, CROs, and Growth leaders as we unveil brand-new research on how companies actually approach annual planning, modeling, and execution.
Learn how high-performing teams:
- Plan with confidence even in volatile markets
- Improve data and system governance to build trust and adoption
- Surface the right KPIs at the right time to enable faster team decisions
You’ll walk away with practical, real-life strategies to shift your annual planning and modeling from guesswork into a reliable decision-making system under pressure.