The annual budget is over: the new era of planning and forecasting

96% of ANZ finance leaders have materially changed their planning approach in the last 12 months. Weel's latest survey, conducted in partnership with YouGov, found that 200 CFOs and senior finance leaders across ANZ have reached the same conclusion: annual budgets are out. Rolling forecasts are in. Scenario planning is up. And the data infrastructure required to keep pace is becoming non-negotiable. Join Weel's CFO and COO Damon Hauenstein in conversation with Fathom's Stian Horne, as they dig into what's driving this shift, how leading finance is adapting and what's still blocking teams from making the transition.

Date
May 5, 2026
Time
11:00AM Sydney / 1:00PM Auckland
Location
Virtual
Register now
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The annual budget is over: the new era of planning and forecasting

In collaboration with

What you'll learn

  • Why 96% of ANZ finance leaders have already changed their planning approach – and what pushed them to act
  • What's replacing the annual budget: rolling forecasts, scenario planning, and real-time data in practice
  • The data quality problem blocking most teams from making the transition, and how to solve it
  • What finance leaders should actually prioritise before the end of 2026
  • After the session, you'll receive the recording and your own copy of the Weel's 2026 CFO Report: Finance after the pilot.

Who is this session for?

CFOs forecasting for the future

Find out what's replacing the annual budget and how the best teams are managing the transition.

Finance leaders dealing with a data quality gap

Continuous planning demands clean, continuous data. Find out how the best finance teams are closing the gaps in their spend data.

Heads of finance implementing rolling forecasts and scenario planning

If your team is mid-transition (or hasn't started yet), this session covers what good looks like in practice and the tooling required to make it work.

About the report

This is the third wave of Weel's finance leadership research, conducted with YouGov across January–February 2026. 270 CFOs and senior finance leaders across Australia and New Zealand shared where they are, what's working, and what isn't. The report covers six themes: the shift from AI adoption to accountability, workforce transformation and the human premium, finance as the operating system of the enterprise, the end of static budgeting, the ROI reckoning, and how 2026 confidence is being tested by disruption. AU vs NZ breakdowns throughout.

About your host

Damon Hauenstein

CFO/COO
@
Weel

Damon is a strategic leader with extensive experience in financial and operational management. He currently serves as CFO and COO at Weel, one of Australia’s fastest-growing fintech companies. He has been instrumental in the company’s growth, now processing over $500m in transactions annually, and works closely with finance teams at many non-profits across Australia.

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Stian Horne

Sales Manager
@
Fathom (The Access Group)

After working with hundreds of small and large businesses across APAC, Stian has learned what makes forecasting helpful – and what makes it painful. A big part of his day is helping teams plan through uncertainty using rolling forecasts, driver-based planning and what-if scenario modelling.

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