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

CPE

When
March 27
1:00 - 4:30 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
PLF4-2018-01-WEBNR-86-01
Level
Intermediate
Prerequisites
Experience in financial management of a small or midsize company
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

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)

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.


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