Why the Annual Plan is Always Wrong (And Why That’s Okay)

If you've ever felt like annual planning is a losing game, this episode is for you.

 

Nancy McBee, who leads both finance and revenue operations at SeekOut, breaks down why the disconnect between finance and RevOps happens—and more importantly, how to fix it.

 

What You'll Learn:

• The real reason tops-down and bottoms-up plans never match (and why that's normal)

• How to build trust with finance before budget season hits

• Why "owning your data" is the fastest way to earn credibility

• The art of flexible modeling that adapts as assumptions change

• When to push back on unrealistic targets (and how to do it diplomatically)

 

Featured Guest: Nancy McBee - Finance & Revenue Operations Leader at SeekOut LinkedIn: https://www.linkedin.com/in/nancy-mcbee-5845a169/

 

Host: Camela Thompson - RevOps Expert & Co-host of RevOpsAF LinkedIn: https://www.linkedin.com/in/camela-thompson/

 

Resources Mentioned:

• SeekOut: https://seekout.com

• RevOpsAF Conference: https://revopsaf.revopscoop.com/

 

Connect with RevOps Co-op:

🌐 Website: https://www.revopscoop.com

💼 LinkedIn: https://www.linkedin.com/company/revopscoop

 

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