Planning and Strategy Formulation for Your Organization's Financial Success (VIRTUAL SEMINAR)More Courses
TDE4-WEB | Virtual Live | Intermediate | Cancelled
Experience in financial management of a small or midsize company
CFOs, controllers and finance professionals
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.
- 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
Arthur G. Pulis
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.