CFO’s and Controller’s Roadmap to Integrated Planning, Forecasting, and Budgeting

When
April 25
8:00 a.m. - 4:00 p.m.

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
724003
Level
Intermediate
Prerequisites
Experience in financial management

Description

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)


Speaker(s)

Kenneth R. Greenwood
Finance Director
Comstock Public Schools

Ken Greenwood is a seasoned leader in the business and finance industry. He is currently a finance director with the Comstock Public Schools and has previously held financial leadership positions with Kellogg Company, ConAgra Foods, the Campbell’s Soup Company, and Procter & Gamble. Prior to joining the CPG industry, Ken was a consulting manager for Ernst & Young LLP.

Mr. Greenwood has a master’s degree in business administration from the University of Chicago, where he also spent time as a facilitator for the Leadership Exploration and Development programs, tasked to instruct students on leadership and management.

2/2018


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