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Friday, March 21, 2025 Live Webcast

Integrated Planning, Forecasting, and Budgeting for Organizational Success (X1-PLF4-2025-01-WEBNR-80-01)

1:00 PM - 4:30 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

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.

DESIGNED FOR

CFOs, controllers, and finance professionals

BENEFITS

  • Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization
  • Avoid the political pitfalls that often come with the planning process
  • Maximize the usefulness of the different plans developed for the organization
  • Identify the differences between strategic and incremental planning
  • 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

HIGHLIGHTS

  • 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 LEVEL

Intermediate

PREREQUISITES

Experience in financial management of a small or midsize company

ADVANCE PREPARATION

None

INSTRUCTOR

Arthur Pulis, III

Arthur G. Pulis, III, M.B.A.

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.

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 21 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent