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

Code: WSPLF404

Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Monday, March 27, 2017
Time 12:00PM - 3:30 PM
Central Time
Location Online via your computer
CPE credits CPE 4.0
Instructor Jay Giannantonio, MBA, CPA, CIA
Standard member fee $139.00
checkmarkStandard non-member fee $139.00

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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.

Who should attend?

CFOs, controllers, and finance professionals

Major subjects

  • 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


Course code Code WSPLF404
Level Intermediate
of study
Format Internet Based
Prerequisites Prereq. Experience in financial management of a small or midsize company