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CFO’s and Controller’s Roadmap to Integrated Planning, Forecasting, and Budgeting

April 22
8:00 a.m. - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map it

CPE Credits



PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50

 More Information

Course No.
Experience in financial management of a small or midsize company


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.


  • 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


Dr. William H. Allen Jr., MBA, CPA, Ph.D. Dr. William H. Allen Jr. opened his own accounting firm (Allen & Associates, CPA) in 1984 and he still manages the firm’s overall day-to-day operations. His particular expertise lies within the areas of taxation and attest functions, which include auditing, compilations, reviews, and other services where independence is required. Prior to starting his own company, Dr. Allen worked for Arthur Andersen, LLP for 12 years in their Chicago, Atlanta, and Los Angeles offices. Dr. Allen holds a B.A. degree (double major in accounting and economics) from Florida A&M University. He received his M.B.A. degree (emphasis in accounting and finance) from Northern Illinois University. He also has a Ph.D. degree in accounting systems design and implementation from Temple University.

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