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.
CFOs, controllers, and finance professionals.
Experience in financial management of a small or midsize company.
Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world’s largest yacht finance company.
$139.00 - Member
$139.00 - Non Member
Note: Online pre-registration will close on April 13 at 12:30 PM.Registrations will be accepted at the door.
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