Integrated Planning, Forecasting, and Budgeting for Organizational Success
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
Leader(s):
Leader Bios
Jason Carney
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. Jason and his CPA wife enjoy reading, spending time with their two children, and playing with their pet Giant Schnauzer, Sarge.
Non-Member Price $320.00
Member Price $260.00