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

CPE

When
Sept. 17
9:00 a.m. - 1:00 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
PLF4-2020-01-WEBNR-261-01
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

Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren’t talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. This program is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. Also, the program will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.

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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