Webinar: Integrated Planning, Forecasting, and Budgeting for Organizational Success
WS1151 | Course | Intermediate | Scheduled
Description
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organi
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 midsize company
Highlights
- Differences between planning and budgeting
- The business model
- Strategic plan, marketing plan, and technology plan
- Financial forecasting and financial risk analysis
- Five-year operating plan and the sales/income plan
- Intermediate planning and capital equipment planning
- One-year operating plan and monthly planning
- Cash plan and risk plan
Objectives
- Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization
- Avoid the political pitfalls that often come with the planning process
- Maximize the usefulness of the different plans developed for the organization
- Identify the differences between strategic and incremental planning
- 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
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $159.00
- Non-Member (Early Bird)
- $159.00
- Member
- $159.00
- Non-Member
- $159.00