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

• 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 

• 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