Mastering Fiscal Year Planning

Join us @3PM on Tuesday Oct 3rd


Creating an Effective Fiscal Year Plan that Inspires Confidence and Gains Support from Executive Peers and Board Members


As we look forward into 2024, the CMO has to become the steward for business growth. The Revenue Operations Professional is an essential partner as the CMO builds the 2024 strategic narrative and plan. Get a head start on building a high-performing GTM engine for next year with this session on the essential models, metrics and insights that top CMOs require to build a winning marketing strategy..

  • Building Your 2024 Plan
  • Quarterly Key Performance Indicators for 2024(KPIs)
  • Marketing and RevOps Alignment to Pipeline & Sales
  • Campaign Attribution and ROI
  • Weekly, Quarterly and Board Reporting
Target Audience
Marketing Operations, Revenue Operations, Growth Marketing, Director of Marketing, VP of Marketing, Chief Marketing Officer




3:00 - 3:10


  • Community introductions

3:10 - 3:30

Precision Planning

  • Breaking down sales plan by market segment
  • Predicting ideal pipeline multiples w/ ML
  • Connecting sales plan to account / lead plans 

3:30 - 3:50

Budget Optimization

  • Estimating budget using account / lead plan
  • Connecting budget to pipeline objectives
  • Conducting top-down and bottoms-up budget analysis

3:50  - 4:10

Quarterly Objectives

  • Translating FY plan into quarterly objectives
  • Funnel objectives
  • Pipeline creation objectives
  • Pipeline coverage objectives
  • New logo contribution objectives

4:10 - 4:30

Go To Market Tuning

  • Building best-in-class demand engine
  • Monitoring demand engine activity 
  • Removing bottlenecks that put mktg at risk

4:30 - 4:50

Multi-touch Attribution

  • Overview of multi-touch models
  • Introducing proximity-based attribution
  • Calculating campaign ROI
  • Visualizing mktg campaign influence 

4:50 - 5:00

Closing Remarks

  • Questions and farewell

Session Details


Mastering Fiscal Year Planning Workshop

Tuesday October 3rd @ 3pm
at Industrious Playa District
6060 Center Drive, Los Angeles, CA.
Conference Room F


Register Now

Learn from industry experts

Join Mperativ co-founders and learn from their years of experience as marketing leaders.


Jim McHugh

Co-Founder & Chief Executive Officer @ Mperativ
Jim has decades of experience as a marketing and business executive within startup, mid-sized, and high-profile companies, including NVIDIA, Cisco Systems, Sun Microsystems, and Apple. Jim has had year-over-year success in creating innovative marketing strategies that drive market penetration, facilitate multimillion-dollar revenue gains and establish prime positioning for products. Jim received an MBA degree from Thunderbird School of Global Management.

Daniel Raskin

Co-Founder & Chief Marketing Officer @ Mperativ
Daniel has decades of experience as a product and marketing executive with startup and enterprise companies, including Sun Microsystems, Forgerock, Kinetica, and Agari. Daniel has an extensive track record of building marketing programs from the ground-up at startups and driving product line innovation and growth at large companies. Daniel received an MBA degree from Thunderbird School of Global Management.