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

Apr 28
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-Other
CPE Credits

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)