CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting Webinar

CPE

When
March 9
1:00 - 4:30 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
PLF4-2017-01-WEBNR-68-01
Level
Intermediate
Prerequisites
Experience in financial management of a small or midsize company
Note
Your log-in instructions will be sent by Surgent at least 24 hours before the webinar.

Description

  • Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization
  • Avoid the political pitfalls that often come with the planning process
  • Maximize the usefulness of the different plans developed for the organization
  • Identify the differences between strategic and incremental planning
  • Perform a financial risk analysis
  • Perform an EVA analysis (PV, ROI and Modified ROI)
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course 

Highlights

  • Differences between planning and budgeting
  • The business model
  • Strategic plan, marketing plan, and technology plan
  • Financial forecasting and financial risk analysis
  • Five-year operating plan and the sales/income plan
  • Intermediate planning and capital equipment planning
  • One-year operating plan and monthly planning
  • Cash plan and risk plan


Speaker(s)


You May Also Like

Controllership Skills Update: Risk Management Webinar
March 7 | Webinar
Understand the sources of risk and potential actions/behavior that may hide them Gain up-to-date knowledge of risk management and build upon ...
Controller/CFO Update: Hot Topics Facing Today's Financial Professional Webinar
March 13 | Webinar
Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals Understand how domestic and global economic conditions could ...
Controllership Skills Update: Current Survival Skills Webinar
March 14 | Webinar
Provide an overview of the expanded role of financial professionals Gain knowledge in a diverse range of activities ...