Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Virtual
4.00 Credits
Member Price $219.00
Non-Member Price $309.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbursement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1144592. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
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
Prerequisites
Experience in financial management of a small or midsize company
Designed For
CFOs, controllers, and finance professionals
Objectives
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
Preparation
None
Non-Member Price $309.00
Member Price $219.00