CFO’s and Controller’s Roadmap to Integrated Planning, Forecasting, and Budgeting
Learn how to improve communication and create checks and balances as you create plans, budgets, and forecasts. 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
- Avoid the political pitfalls that often come with the planning process
- Business models
- Strategic plans, marketing plans, and technology plans
- Financial forecasting and risk analysis
- 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
- Strategic vs. incremental planning
- EVA analysis (PV, ROI, and modified ROI)
- Includes case studies and exercises
Registration
PICPA Member: $275
Nonmember: $375
More Information
Course No.
724001
Level:
Intermediate
Prerequisites:
Experience in financial management of a small or midsize company
Speaker(s)
Kenneth Greenwood
Surgent McCoy CPE LLC
Course No. 724001
Level: Intermediate
Prerequisites: Experience in financial management of a small or midsize company
Kenneth Greenwood
Surgent McCoy CPE LLC
