Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

Available Anytime

Location: Online

4Credits

Technical Business

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~~$129.00 Regular Price~~

Nonmembers

$189.00 Regular Price

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Product Code: SU24-PLF4-SSWC

Level: Intermediate

Vendor: Surgent

Field of Study: Management Services

Overview:

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.

Objectives:

Understand how to integrate a budget, strategic plan, and forecast into one system
See how the integrated plan helps the organization
Identify how planning causes greater accountability for the company
Perform various EVA and cash flow analysis in capital planning
Understand how to make planning more politically acceptable in the organization

Major Topics:

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

Designed For:

CFOs, controllers, and finance professionals

Prerequisite:

Experience in financial management of a small or midsize company

Additional Info:

You will receive an email from [email protected] with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email [email protected]. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.