4-Hour Virtual Seminar
4-Hour Virtual Seminar on Strategic Setup for 2026 (HR, Business, Finance & Accounting) Using Your Year-End Review
Product Id : 13118
Price Details
This comprehensive 4-hour virtual seminar equips HR, business, finance, and accounting professionals with the tools, frameworks, and best practices necessary to conduct a high-impact Year-End Review and develop a strategic setup for 2026.
Participants will gain actionable insights into evaluating organizational performance, analyzing financial and operational data, assessing workforce effectiveness, identifying risks and opportunities, and developing a forward-looking strategic roadmap. The session integrates cross-functional perspectives linking HR, business operations, and finance/accounting to ensure a holistic, data-driven approach to closing out 2025 and preparing confidently and strategically for 2026.
Why you should attend
- Conduct a structured and comprehensive Year-End Review across HR, business operations, finance, and accounting
- Analyze performance data, KPIs, workforce trends, and financial reports to uncover insights that inform 2026 planning
- Identify critical strengths, weaknesses, opportunities, and emerging risks relevant to your organization
- Evaluate leadership effectiveness, employee engagement, and team performance to strengthen 2026 talent strategies
- Create a unified strategic setup for 2026 that aligns operational priorities, financial planning, and HR capabilities
- Develop actionable goals, project plans, and resource allocations for the upcoming year
- Strengthen decision-making through proven analytical tools and strategic planning frameworks
- Enhance communication with executives, boards, and stakeholders during the year-end reporting process
Who Will Benefit
- All
- Introduction and Seminar Roadmap
- Purpose of a comprehensive Year-End Review
- Integrating HR, business, finance, and accounting perspectives
- How year-end findings shape the 2026 strategy
- Conducting a Complete Organizational Year-End Review
- Evaluating operational performance and strategic goal achievement
- Reviewing financial health, budgets, revenue, and cost control
- HR and workforce assessment: engagement, turnover, capability gaps
- Data Analysis for Year-End Decision-Making
- Key metrics: HR, financial, operational, and strategic
- Trends, variances, and forecasting techniques
- Turning raw reports into actionable insights
- Workforce, Team, and Leadership Evaluation
- Talent performance metrics and succession planning
- Team productivity, communication effectiveness, and culture
- Leadership reflection: behaviors, decision-making, and influence
- Financial & Operational Review Essentials
- Accounting close-out requirements
- Revenue analysis, expense review, cash flow patterns
- Controls, compliance, and audit readiness
- Identifying Strategic Opportunities & Risks for 2026
- SWOT analysis and scenario planning
- Internal and external risk factors impacting 2026
- Setting priorities based on organizational readiness
- Designing the Strategic Setup for 2026
- Aligning HR, finance, and business priorities
- Budget planning, resource allocation, and technology investment
- Leveraging AI, automation, and analytics in the new year
- Building the 2026 Strategic Roadmap
- Creating measurable goals, timelines, and accountability systems
- Communication strategies for executives and stakeholders
- Embedding year-end insights into the 2026 action plan
- Finalizing the 2025 Close-Out
- Reporting, audits, compliance, and documentation
- Best practices for year-end communication
- Q&A, group discussion, and next steps
Speaker Profile
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle’s clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.
He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.
He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues. He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster’s International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.
Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation. He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives. Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.
He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.
He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues. He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster’s International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.
Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation. He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives. Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.