CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting

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PLFB-SF  |  Virtual Live  |  Intermediate  |  Scheduled

Special Notes

  • NOTE: This course is co-sponsored/administered by the South Dakota CPA Society (SDCPA) and is only offered in-person in Sioux Falls, SD. At this time, a virtual attendance option is not available. If SDCPA changes that plan, we will post additional updates on this page.


  • Management


Experience in financial management of a small or midsize company

Designed For

CFOs, controllers, and finance professionals


This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast.  Learn to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff.


  • Differences between planning and budgeting
  • Building change into the planning process
  • 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
Your Price: $395.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after March 3, 2022.

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