Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

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.

Course Instructor: Art Pulis, MBA

Highlights

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

Prerequisites

Experience in financial management of a small or midsize company

Designed For

CFOs, controllers, and finance professionals

Objectives

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent (info@surgent.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.