Certified Public Accountants
CFO/Controller's Roadmap To Success: Integrated Planning, Forecasting, and Budgeting
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Online Registration Form

Date: September 19, 2019
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
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 are not talking to those who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. This course is designed to 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. This course will show how to avoid political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This is not just a strategic planning course, but one that looks at the entire planning process and shows how much smoother it can be as 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 that discusses the political aspects of planning.
* 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
* 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
Who Should Attend
CFOs, controllers, and finance professionals

Course Level Intermediate
Prerequisites Experience in financial management of a small or midsize company
Discussion LeaderCurtis Quickel, Surgent
CPE Credit8
Additional Information: Parking and lunch are provided on-site.
Fee: $265 - Society Member
$315 - Society Nonmember
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635 S. 14TH ST. SUITE 330
(402) 476-8482
(800) 642-6178
(402) 476-8731