Summary:
Mid-market finance teams are increasingly moving away from static annual budgets toward rolling forecasts and driver-based planning. Insights from the Cherry Bekaert Middle Market CFO Survey show that data integration is the top modernization priority, while lack of internal expertise remains a major barrier. Together, these challenges help explain why traditional budgeting processes are breaking down and why finance teams are looking for more flexible, continuous planning approaches.

Outcome:
An understanding of why annual budgeting is no longer effective for many mid-market organizations, and how continuous planning enables more agile decision making in a fast-changing environment.

Takeaway:
Modernizing planning is not just about changing the budget cycle. It requires better integration, the right tools, and a shift toward ongoing, scenario-based planning supported by purpose-built CPM technology.

Key Discussion Points:

• Why the Annual Budget Is Failing Mid-Market Finance Teams
• How to make the shift to Continuous Planning
• Improving Data Integration Without Replacing ERP
• Turning Ongoing Insight into Action with Prophix One