Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study)

Code: JSDLIFB4

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 4.0
Field(s)
of study
Finance - Technical (4.0)
Fees
Standard member fee $65.00
checkmarkStandard nonmember fee $65.00

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Description

Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

Who should take this program?

CFOs, controllers, and finance professionals

Major subjects

  • Sales/income plan
  • Intermediate planning
  • Technology plan
  • Capital equipment planning
  • One-year operating plan
  • Monthly planning
  • Cash plan
  • Risk plan

Learning objective(s)

  • Develop a one-year operating plan (formerly referred to as a budget)
  • Avoid the political pitfalls that often come with the forecasting and budgeting processes
  • Maximize the usefulness of the forecasts developed for the organization
  • 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

Notes:

Course code Code JSDLIFB4
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. Experience in financial management of a small or midsize company
Advance
prep
None