CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, & Budgeting

2022-10-25 08:30:002022-10-25 16:15:00 ET

# of CPE Credits



Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren’t talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. 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. This course will teach the participant how 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. This isn’t just a strategic-planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.


* 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


* 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

Who Should Attend

CFOs, controllers, and finance professionals

Required Knowledge

Experience in financial management of a small or midsize company

Advanced Prep


Event Speaker(s)

Mr. Arthur Pulis ( Surgent & Associates, LLC, Radnor, PA ),

Additional Event Information

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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Finance
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0017122

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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