training March 24, 2025

CFC Webinar Explores Equity Management and the Strategic Plan

A recording of CFC’s recent webinar “Equity Management and the Strategic Plan” is now available to stream via the Webinar Archive page on the CFC Member Website.

The March 20 webinar, which provides a closer look at the connection between equity management and strategic planning, features insights and perspectives from CFC’s Regional Vice President Kristin Dolan, Vice President of Financial Tools & Analysis Aaron Stallings and Senior Communications Specialist Rick Taylor. 

Dolan, Stallings and Taylor explore the value of equity management, common strategic plan goals, drivers that impact equity, the process of developing a strategic plan and how to model the financial impact of the plan. The CFC team also highlights proactive financial planning strategies and the importance of communicating early and often with key stakeholders.

The webinar marks the second in a series that CFC is hosting on the topic of equity management since the release of CFC’s updated “Considering Equity Management” publication, which is available to download as a PDF from the CFC Member Website. CFC members may also request print copies via the CFC Publication Order Form

CFC’s next webinar in the series will focus on equity management and Key Ratio Trend Analysis ratios, which will be held June 18 at 1 p.m. ET. More information on the upcoming webinar will be announced soon.