Learn how to improve communication and create checks and balances as you create plans, budgets, and forecasts for your organization. Recognize how the planning process can move from long-range thinking, to medium-term planning, to the annual budget, to the monthly cash-flow forecast. Identify strategies that will instill staff with a shared sense of accountability. Highlights
Defining planning, forecasting, and budgeting
Business models
Strategic plans, marketing plans, and technology plans
Five-year operating plan and sales/income plan
Intermediate planning and capital equipment planning
One-year operating plan and monthly planning
Cash plan and risk plan
EVA analysis (PV, ROI and Modified ROI)
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
724000
Level:
Intermediate
Prerequisites:
Experience in financial management
Speaker(s)
William Allen
Allen & Associates CPA
Dr. William H. Allen Jr., MBA, CPA, Ph.D. Dr. William H. Allen Jr. opened
his own accounting firm (Allen & Associates, CPA) in 1984 and he still
manages the firm’s overall day-to-day operations. His particular expertise lies
within the areas of taxation and attest functions, which include auditing,
compilations, reviews, and other services where independence is required. Prior
to starting his own company, Dr. Allen worked for Arthur Andersen, LLP for 12
years in their Chicago, Atlanta, and Los Angeles offices. Dr. Allen holds a B.A.
degree (double major in accounting and economics) from Florida A&M
University. He received his M.B.A. degree (emphasis in accounting and finance)
from Northern Illinois University. He also has a Ph.D. degree in accounting
systems design and implementation from Temple University.