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22WS-1262: Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, December 20, 2022
12:00pm - 3:30pm Central Time
4 CPE (4 technical)

Alternate dates & more options

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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

CFOs, controllers, and finance professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $159.00
checkmark Standard Nonmember Fee $159.00

More program information

Instructor Arthur Pulis, MBA
Location Online
Area
of study
Management
Field(s)
of study
Management Services - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience in financial management of a small or midsize company
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.