Financial Acumen for HR: From Budgeting to Workforce Planning

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07 Jul

Financial Acumen for HR: From Budgeting to Workforce Planning

Financial Acumen for HR: From Budgeting to Workforce Planning

Tuesday, July 7, 2026 (12:00 AM to 11:59 PM)
1.0 PDCs
Provider: Brown & Brown, Inc.
Course Name: Financial Acumen for HR: From Budgeting to Workforce Planning

Speaker: Anne Marks, Lindsay Sayes, Michelle Alvarez, Justine Hayes, and Georgina Roy
Program Type: Videoconferences, webcasts, audiocasts, podcasts, eBooks, self-directed E-Learning
Registration URL: https://www.bbinsurance.com/

Email Details

Participants will walk away with: Understand how budgets are built and aligned – Gain a clear view of key financial terms, what makes up the budget, and how the business plan connects to budget decisions. Learn the role of workforce planning in budgeting and position management – Understand how positions and compensation impact the budget and how we define and manage positions within our systems. Strengthen Finance & HR partnership – Recognize the importance of collaboration between HR and Finance, and identify practical ways HR can engage locally for greater business impact.

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This session focuses on strengthening the partnership between Human Resources (HR) and the Finance Team, both at the office level and across regions. Building on last year’s presentation, this session goes deeper—exploring practical ways TR can collaborate more effectively with Finance to support stronger business outcomes. As our organization continues to evolve, the ability for HR and Finance to work together seamlessly is more important than ever. In this session, we will discuss budget (and what impacts it) and how this critical function intersects with workforce planning – a key element in aligning priorities to drive operational efficiency and improved financial performance. Participants will walk away with: Understand how budgets are built and aligned – Gain a clear view of key financial terms, what makes up the budget, and how the business plan connects to budget decisions. Learn the role of workforce planning in budgeting and position management – Understand how positions and compensation impact the budget and how we define and manage positions within our systems. Strengthen Finance & HR partnership – Recognize the importance of collaboration between HR and Finance, and identify practical ways HR can engage locally for greater business impact.