Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
4.00 Credits
Member Price $159
Non-Member Price $179
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.
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
Leader(s):
Leader Bios
Arthur Pulis
Arthur Pulis III, MBA, has been active in seminars for both the banking and finance professions and has conducted training in most of the United States, in addition to several international locations including Tibet, Nepal, India, and Dubai.
During his career, he has received many distinguished speaking and training awards, including top honors for several state CPA societies. Pulis started his career on Wall Street at the Bank of New York and was also active in commercial lending at another bank in the New York area. He then joined Horizon Bankcorp in western New Jersey where he started and operated what became the world’s largest yacht finance company.
Pulis earned his undergraduate and MBA degrees from Colgate University and New York University.
Non-Member Price $179
Member Price $159