If you suspect some of your benefit and risk assessments are more fiction than forecast, you’re not alone. Many organizations lack the benchmarking, risk discipline, and workflow integration needed to model benefits accurately and consistently, particularly across distributed, decentralized, or highly complex operations. So, in this session, we’ll provide:

• Insights as to why benefit and risk modeling breaks down — from the planning fallacy and a lack of benchmarking to models that leave risk as an afterthought

• Four red flags that signal your benefit models are missing the mark, and where in your process these problems are most likely to hide

• How reference class forecasting — and AI trained on your own project history — can ground every forecast in what actually happened last time, not what someone hopes will happen this time

• A six-point action plan for building credible, risk-aware benefit models and embedding them directly into your approval workflow, one step at a time

• A short “public demo” of how Finario’s suite of modern capital planning and portfolio strategy solutions is a central agent in elevating benefit modeling specifically, and the digital transformation of capital planning and management more holistically

If your benefit models are only as good as the person who built them — or get lost the moment they leave that person’s spreadsheet — this session is for you.