Live Stream: Virtual Account Fest - Integrated Planning, Forecasting and Budgeting for Organizational Success
365 | Livestream | Intermediate | Scheduled
Description
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.
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
- 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
Objectives
- 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
Prices
- Member (Early Bird)
- $189.00
- Non-Member (Early Bird)
- $249.00
- Member
- $189.00
- Non-Member
- $249.00
Instructors
Jason Carney, CPA, CISA, PMP, CISSP, CCSP
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq., is a senior manager at ABS, Inc., a boutique consulting firm based in the Washington, DC metro specializing in complex accounting issues. He is also the principal for IRS Problem Free, a tax resolution service. He has more than 15 years of experience in public accounting, consulting, and industry. His specialties include technical accounting, financial statement audit, information security, and tax controversy. Jason has worked in the financial services, software, and federal finance sectors.
Jason has taught more than 100 CPE courses for audiences across the country. He has been consistently well-received and specializes in adapting content for the unique needs of each audience. He believes that relevant and engaging training is essential for career development and business success. Jason is a member of the Minnesota Society of CPAs and was a President's Scholar at the University of Saint Thomas Law School. He is a member of the Minnesota Bar and holds CPA licenses in five jurisdictions. He is Treasurer for Fort Safety, a non-profit focused on keeping families and children safe online. He wrote "What is Business Intelligence and Why Should CPAs Care?" for Footnote magazine and contributed to the upcoming publication What Every Lawyer Needs to Know About Client Trust Accounts.
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