CPE Course Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)

December 22, 2017

1:00 PM — 4:30 PM

Location Webinar

Member Price $139.00
Non-member Price $169.00

Curriculum Continuing Education

Field of Interest

Level Intermediate

Designed For

CFOs, controllers, and finance professionals

4.00 credits

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Objective

  • 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

Instructors

Jay Giannantonio

Prerequisites

Experience in financial management of a small or midsize company

Developer

Surgent McCoy CPE, LLC

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