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Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)

Choose CPE Format:

Live Webinar SELECT STARTING AT $139 (4 dates)

Credits: 4

Qualifies For: CPE

Instructor(s): Art Pulis, MBA

$139

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Self-Study SELECT STARTING AT $65 (On Demand)

Downloadable PDF

Credits: 4

Qualifies For:

$65
It was valuable to my job - it is planning season!
Penne S.

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Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)

  • Customer Rating
    (37)
  • Field of Study
    Management Services (Technical)
  • Level
    Intermediate
  • Credits
    4
  • Qualifies for

    CPE CMA

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.

Major Topics:

  • 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

Learning 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

Designed for:

CFOs, controllers, and finance professionals

Prerequisite:

Experience in financial management of a small or midsize company

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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