Integrated Planning, Forecasting, and Budgeting for Organizational Success Webinar

Jun 16
9:00 - 1:00 p.m.


CPE Credits

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
  • The keys that develop a plan into an actionable document
  • The major difference between planning and budgeting
  • Strategic planning
  • The business plan
  • The people plan
  • The marketing plan
  • Capital and technology plans


PICPA Member: $159
Nonmember: $209

More Information

Course No. PLF4-2023-01-WEBNR-167-01

Level: Intermediate

Prerequisites: Experience in financial management of a small or midsize company

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.


Arthur Pulis

Princeton Consulting Group