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Capex

Recalibration

Collection

30-Minute: Working Sessions

For Finance & Operations Leaders

10 Minutes:
Insights

Deep-dive into a real-world challenge

10 minutes:
action plan

Practical steps you can apply right away

5-10 minute:
demo

see the finario capability that makes it possible

30-Minute: Working Sessions

For Finance & Operations Leaders

10 Minutes: Insights

Deep-dive into a real-world challenge

10 minutes: action plan

Practical steps you can apply right away

5-10 minute: demo

see the finario capability that makes it possible

Choose your Sessions

Register for one, a few, or all eight ...

Why Your Capital Budgeting Process May Be More Than Just Annoying

If you believe that the “traditional” capital budgeting process is flawed, you're not alone. Most would say it takes way too long and is cumbersome. But more than that are the real ways it inhibits rigor, agility and flexibility.

In this fast-paced session, we’ll look at the drawbacks of traditional annual budgeting approaches– from inconsistent payback models to institutional bias and missing audits – and provide a multi-step action plan for implementing best practices, even if they’re done incrementally. We’ll also demo features within Finario that will enable you to execute your plan.

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The Project Prioritization Trap: Why it Pays to Get it Right

How capital requests get shaped, filtered, and often gamed before they ever reach finance — and how ops leaders can fix the process upstream.

Prioritizing the best projects to invest in has always been challenging. Today, it’s even more so.

For example: Without uniform scoring, high-visibility projects can advance while strategically essential ones stall. When conditions shift mid-year, if there is no reliable mechanism to re-rank the portfolio against the new reality within a reasonable timeframe, opportunities will be lost. And those are just two of the headwinds finance and operations leaders grapple with.

We’ll look at the challenges facing Capex stakeholders, and provide a six-step strategy for optimizing how projects are chosen – from establishing ROI criteria to stack ranking and reforecasting.

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Is Your Benefit Modeling Broken? Here's How to Make it Better.

Why many benefit and risk assessments are often works of fiction or comparing apples to oranges … and what goes into credible modeling across the enterprise. We'll look at the metrics that matter most, and how getting it right can change, well, everything.

From budgeting to forecasting to requests & approvals and post-completion reviews, a consistent, effective and multi-dimensional approach to benefit modeling is critical. For many companies, however, a lack of guidelines, templates, and mechanisms for sharing essential data transparently makes that virtually impossible — particularly in distributed, decentralized or very complex organizations. In this session, we’ll help you articulate this problem and present a solution.

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Capex Forecasting for the Real World: Closing the Gap Between Plan and Actuals

A focussed look at the structural reasons capital forecasts drift — and practical ways ops teams can build more defensible numbers from the start.

If, every month, you’re manually pulling actuals from your ERP, chasing project owners for updated estimates, and reconciling figures that don’t match across sources, you’re not alone. And the results can be dramatic: project delays, cost overruns, lack of visibility into cash flow status, and more.

In this session, we’ll look at how and why to replace manual reconciliation with automated actuals integration. Plus, we’ll look at an action plan of other essential strategies that put your company on the path to forecasts that are more accurate, reliable and actionable.

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Post-Completion Reviews: You Know You Want to Do Them … Here’s How

Why many organizations treat them as afterthoughts, what effective PCRs actually require, and how to build a feedback loop that improves future project performance.

Ask ten companies if they should be doing post-completion reviews on material projects, but currently aren’t, and you’re likely to get a similar answer from all of them: “Of course we should.” So what gets in the way? The answer may surprise you. We’ll look at the common, and not so common, causes of PCR avoidance, and what you can do about them. Plus, we’ll provide a simple roadmap for making them a requirement without an undo burden, while becoming an essential ingredient in creating a culture of continuous improvement.

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Portfolio-Level Thinking: What a Big-Picture View Will Do for you

What you need to shift from project-by-project approval to stack ranking and genuine portfolio-level capital allocation — and why it changes everything.

Whether you invest in 50 capital projects a year or 5,000, you’re working at an extreme disadvantage if you don’t have holistic visibility into the full slate of investments that have been proposed, budgeted, in progress, deferred or rejected. The reasons for this are many, not short of which is your ability to ensure strategic balance, alignment and opportunity.

In this session, we’ll look at the causes and consequences of a disjointed Capex view, and provide a pathway to clearing the fog, accelerating decision making, and empowering more precise investment decisions.

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Scenario Planning for Capital: Making Decisions When the Future Isn't Cooperating

How to build Capex scenario models that actually inform decisions under uncertainty — not just satisfy a compliance checkbox.

Nowadays, the odds of volatility disrupting your best laid plans are not a “maybe,” but rather a certainty. It’s why having a robust methodology and infrastructure for scenario planning is so important. It’s how you can weigh your “What If” options, and be ready for anything.

In this session, we’ll look at the conditions that risk leaving your organization vulnerable, and the core strategies for being prepared. These include business case variables, probability weighing, and instituting a single rubric across the whole portfolio. It’s how decision making gets elevated from something closer to a roll of the dice, to more structured and informed choices with a significantly higher likelihood of success.

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The Finance-Operations Language Barrier: How Capital Plans Can Break Down in Translation

Communication and alignment failures that can undermine even well-designed capital processes — and how leading organizations are closing the gap.

Finance judges project proposals using terms like NPV, hurdle rates, and payback period. Meanwhile, on the plant floor, the people executing them are thinking in terms of downtime, throughput, and lead times. So it’s not surprising that critical context often gets lost. Result: projects that looked sound on paper start drifting from what operations actually needs to deliver.

This session unpacks where that translation breaks down: the assumptions finance bakes in that ops never sees, the operational realities that don’t make it back into the model, and the reporting gap that lets misalignment run for months before anyone catches it. We’ll close with a practical look at how tighter integration between capital planning and execution teams keeps both sides speaking the same language.

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Not just another webinar you'll be okay missing

Each 30-minute session is built to help you fix or fine-tune your most pressing Capex priorities. Get actionable insights on the capital planning practices that are driving results… and the habits that might be quietly holding your process back. Plus, see firsthand how enterprise Capex software turns best practices into action at every phase of the capital lifecycle; let our short public demo whet your appetite.

If, after asking any questions you may have, you’re interested in learning more, you’ll have an opportunity to schedule a follow-up discussion and/or demo. No pressure, no hard-sell. Our goal is to inspire what’s possible and empower transformative thinking to help organizations like your optimize their capital investment performance.

Built for all sides of the capital plan

Finance and FP&A

Whether you're wrestling with budgeting, benefit modeling, or scenario planning, learn how to build a capital plan that holds up under pressure and elevates performance.

Opps & Engineering

If you're trying to fix prioritization, forecasting, or post-completion reviews take this first step in learning how Finario can help conquer process chaos.

IT

Learn how to give technology investments that impact Capexl planning and management processes visibility into the broader capital plan, so that they're evaluated alongside other priorities instead of approved in a silo.

Procurement

Discover how to keep sourcing decisions in sync with approved budgets and project timelines, so procurement is working from real numbers, not outdated estimates.

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