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. 724001Level: Intermediate
Prerequisites:
Experience in financial management
Speaker(s)
Arthur Pulis
Arthur G. Pulis, MBA
Arthur G. Pulis has been active in seminars for both the banking and finance
professions and has conducted training in most of the United States, in addition
to several international locations including Tibet, Nepal, India, and Dubai.
During his career he has received many distinguished speaking and training
awards, including top honors for several state CPA societies.
Pulis started his career on Wall Street at the Bank of New York and was also
active in commercial lending at another bank in the New York area. He then
joined Horizon Bankcorp in western New Jersey where he started and operated what
became the world’s largest yacht finance company.
Pulis earned his undergraduate and MBA degrees from Colgate University and
New York University.