Live Stream Nashville Account Fest: Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
445 | Livestream | Intermediate | Scheduled
Description
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Management Services |
Designed For
CFOs, controllers and finance professionals
Prerequisites
Experience in financial management of a small or midsize company
Highlights
- Building change into the planning process
- Sales/income plan
- Intermediate planning
- Technology plan
- Capital equipment planning
- One-year operating plan
- Monthly planning
- Cash plan
- Risk plan
Objectives
- Develop a one-year operating plan (formerly referred to as a budget)
- Avoid the political pitfalls that often come with the forecasting and budgeting processes and inhibit change
- Maximize the usefulness of the forecasts developed for the organization
- 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
Prices
- Member (Early Bird)
- $179.00
- Non-Member (Early Bird)
- $229.00
- Member
- $179.00
- Non-Member
- $229.00
Instructors
James D. Giannantonio, MBA, MS, CPA, CIA
Jay Giannantonio is an Advisory Principal/Senior Program Manager at an international EPM consulting firm specializing in project management over Enterprise Performance Management and Finance Transformation projects for large and medium-sized firms. He is a frequent speaker at accounting, financial management, and CFO process improvement seminars and conferences.
In 2016, 2017, and 2018, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Giannantonio was vice president of internal audit for a national commercial construction equipment leasing and retailer in 2005 and 2006, then director of CFO advisory services for ISA Consulting (now E&Y) from 2007 until he started his own firm in 2011; he began a position at a national EPM consultancy in 2019. He began his career with Coopers and Lybrand (now PwC) in the audit and accounting practice, then spent nine years in corporate financial management at Verizon/Bell Atlantic, and then over eight years as a director in the World Class Finance Advisory and internal audit practices at KPMG. He also has been an associate adjunct professor at Widener University in the Master's in Business Administration program.
Giannantonio earned his Master of Science degree from the University of Pennsylvania and his Bachelor of Business Administration degree, with an accounting concentration, from Drexel University.
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