Aleph Planning & Budgeting Workshop: San Francisco

​Bring your process. Leave with a better one. Run your best budget season yet.

​Join the Aleph team for a customer-only workshop focused on making annual planning and budgeting less painful, more collaborative, and built to last.

​Event address: 575 Market Street 4th Floor, San Francisco, CA 94105

​We’ll walk through how advanced Aleph customers run budgeting from start to finish, share the practices behind a well-run budget season, and help you identify practical ways to improve your own setup and process.

​Schedule

​8.30 - 9.30 a.m. Breakfast + Networking

​9:30 - 11:30 a.m. Core program
Budgeting best practices and real-world examples, preview our new agentic budgeting products, and Q&A.

​11.30-12:30 p.m. Lunch, discussion, and networking
Lunch will be provided.

​12:30–4:30 p.m.: Hands-on co-working session (Optional)
Stay for the afternoon to get hands-on help, working directly with the Aleph team to answer your questions and build new workflows live.

​What we’ll cover:

• ​How to structure an efficient annual planning and budgeting process in Aleph

• ​Best practices for setup, stakeholder collaboration, consolidation, and reporting

• ​Workflows and features that can remove friction from budget season

• ​Common gaps we see—and how stronger finance teams address them

• ​A preview of our new agentic budgeting products

​You’ll leave the core program with a clearer process, a stronger Aleph setup, and concrete next steps you can put into action this budget season.

​Stay for the afternoon if you’d like hands-on help putting those ideas to work.