Learn how to improve communication and create checks and balances as you create plans, budgets, and forecasts. 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
Avoid the political pitfalls that often come with the planning process
Business models
Strategic plans, marketing plans, and technology plans
Financial forecasting and risk analysis
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
Strategic vs. incremental planning
EVA analysis (PV, ROI, and modified ROI)
Includes case studies and exercises
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
724001
Level:
Intermediate
Prerequisites:
Experience in financial management of a small or midsize company
Speaker(s)
Kenneth Greenwood
Surgent McCoy CPE LLC
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.