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. 724002Level: Intermediate
Prerequisites:
Experience in financial management
Speaker(s)
Kenneth Greenwood
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.