Planning and Strategy Formulation for Your Organization's Financial Success (VIRTUAL SEMINAR)

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TDE4-WEB  |  Virtual Live  |  Intermediate  |  Cancelled

Curriculum

  • Management

Prerequisites

Experience in financial management of a small or midsize company

Designed For

CFOs, controllers and finance professionals

Objectives

Often thought of as a painful process, planning and strategy formulation is probably one of the most important processes any organization undertakes in order to achieve financial success. This course will present a fresh approach to planning and strategy formulation for your organization. Presented by Art Pulis, a favorite instructor of many Iowa participants.

Highlights

  • Differences between planning and budgeting
  • Building change into the planning process
  • The business model
  • Strategic plan
  • Marketing plan
  • Financial forecasting
  • Financial risk analysis
  • Five-year operating plan
This event has been canceled. If you have any questions or concerns related to this event give us a call at 515-223-8161.

Instructors

Arthur G. Pulis

Show Bio

Professional with 26 years experience in finance and banking. Experienced in management and marketing. Consultant for the finance and banking industry. Served as executive vice president of a major finance company. Named an Outstanding Instructor by the AICPA in 1991. A dynamic continuing education leader with more than a decade of speaking experience.

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