ON DEMAND

Recalibrate and Realign: Strategic Q2 Tactics for Finance Leaders

Quarter 2 is more than a checkpoint; it’s a pivotal moment to align financial performance with business goals.

Listen to Josh Aharonoff (CPA, renowned finance expert and CEO of CPA Consulting) and Theresa Bufano (Director of FP&A at Teampay) as they dive into practical strategies and tools to optimize Q2’s critical role in the annual planning cycle.

Far from just a mid-year checkpoint, Q2 offers a pivotal window to refine your financial trajectory, improve cross-functional accountability, and re-align business objectives with actual performance. In this session, you'll learn how to audit current KPIs, re-forecast based on market conditions, and lead conversations that create momentum across teams. With a practical checklist in hand, you’ll be equipped to bridge planning gaps, recalibrate targets, and turn your quarterly review into a proactive, value-generating exercise that powers long-term success.

What you'll learn:

How to reframe Q2 from a checkpoint into a growth catalyst for your finance strategy
Ways to build accountability and alignment across departments using a quarterly checklist
Tips for adjusting KPIs and forecasts in real-time based on current performance and external shifts
Proven tactics for finance leaders to drive buy-in and transparency across their organization
Examples of how top-performing companies use Q2 to pivot fast, save cost, and optimize spend

Presented By

Theresa Bufano

Director of Financial Planning and Analysis, Paystand

Theresa Bufano is a strategic finance leader with deep expertise in FP&A, operations, and startup growth. As Director of Financial Planning and Analysis at Teampay, a Paystand company, she plays a key role in shaping the company’s financial strategy, driving forecasting accuracy, and aligning spend with business goals. Her work supports fast-scaling organizations in building agile, data-driven finance functions that can adapt to evolving market demands.

With a background in accounting and business operations, Theresa brings a unique blend of analytical rigor and cross-functional leadership. She’s passionate about transforming finance from a back-office function into a proactive, strategic partner, empowering teams to make smarter, faster decisions.

Josh Aharonoff, CPA

Founder & CEO of Mighty Digits, Mighty Digits

Josh Aharonoff, CPA has a passion for helping startups scale with incredible finance and accounting support. His unique background as a CPA and running his own outsourced finance and accounting company for nearly 4 years has perfectly positioned him to solve complex finance and accounting issues for startups. You can follow Josh on linkedin where he posts Finance & Accounting tips everyday