WL009623: Integrated Planning, Forecasting, & Budgeting for Organizational Success
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 organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
Event Level: Intermediate
Required Knowledge: Experience in financial management of a small or mid-size company
Advanced Preparation: None
Who Should Attend: CFOs, controllers, and finance professionals
Vendor: Surgent
Speaker: Arthur Pulis
- * 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
Date Presented:
October 23, 2023 1:00 PM Eastern
Length:
3 hours, 45 minutes
Member Price:
$150.00
Non-Member:
$205.00
Accounting: 4.00