Reality-Based Planning: How FP&A and Tax Build Plans the Business Can Trust

Financial-only forecasts often fall apart when tax exposure, regulatory constraints, or entity-level rules surface too late in the planning cycle. This session with Baker Tilly shows how finance, tax, and compliance teams shift to reality-based planning by embedding those real-world constraints directly into forecasting workflows.

Join this live webinar to see how Alteryx helps Baker Tilly build governed, repeatable processes that bring tax rules, regulatory requirements, and entity-specific logic into planning, so teams can model impacts earlier, reduce last-minute surprises, and produce forecasts leadership can trust.

In this webinar, you’ll learn how to:

• Integrate tax and regulatory data into planning models
• Encode jurisdiction- and entity-specific rules for scenario analysis
• Accelerate what-if modeling across planning cycles
• Build governed, reusable workflows that support cross-team collaboration

Walk away with practical steps for producing forecasts that reflect how your business actually operates in the real world, not just how it looks on paper.