Business and Industry Fest: Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques

107  |  Course  |  Intermediate  |  Scheduled

Description

Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. We will move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the “one-year operating plan” (formerly referred to as a budget), the “monthly operating plan,” cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

Credits

Number of Credits Type of Credits
4.00 Management Services

Designed For

CFOs, controllers, and finance professionals

Prerequisites

Experience in financial management of a small or mid-size company

Highlights

* Sales/income plan
* Intermediate planning
* Technology plan
* Capital equipment planning
* One-year operating plan
* Monthly planning
* Cash plan
* Risk plan

Objectives

* Develop a one-year operating plan (formerly referred to as a budget)
* Avoid the political pitfalls that often come with the forecasting and budgeting processes
* Maximize the usefulness of the forecasts developed for the organization
* Perform a financial risk analysis
* Perform an EVA analysis (PV, ROI, and Modified ROI)
* Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Prices

Member (Early Bird)
$169.00
Non-Member (Early Bird)
$219.00
Member
$194.00
Non-Member
$244.00
This event is part of the following cluster(s), you can either register via the cluster(s) page or register below. Make sure to check out the cluster(s) for other great courses!
Your Price: $244.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

L. B. McClure, CPA

Brent McClure owns L. Brent McClure, CPA where he focuses primarily on CFO Services and Advisory. Prior to focusing on this full time, he spent 5 years as a CFO for privately held companies.

Before transitioning to a CFO role, Mr. McClure spent 14 years in public accounting and consulting roles. His client service experience included emerging growth, middle market, and large multinational companies, both public and privately held. Mr. McClure worked with a variety of industries primarily in the service, manufacturing and distribution industry space, but also in construction, technology and other industries.

Mr. McClure is a licensed CPA in Alabama and Mississippi and is a CGMA. He obtained a MBA from Tulane University and gained a lot of skills and knowledge from growing up in the family grocery store.

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