CFO/Controller’s Road Map to Organization Success with Integrated Planning, Forecasting & Budgeting

CFO/Controller’s Road Map to Organization Success with Integrated Planning, Forecasting & Budgeting

CFO/Controller’s Road Map to Organization Success with Integrated Planning, Forecasting & Budgeting

Presenter(s)

Brent McClure

Overview

Many organizations spend huge amounts of money and effort on planning, forecasting and budgeting, and often the three disciplines are disconnected throughout the company. Those 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 will 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 participants 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 that considers the political aspects of planning.

8.0 CPD Credits

Registration

Online registration for this course is currently closed. To register for this course, please call us at (262) 785-0445.

Member Price

$419

Nonmember Price

$469

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100

Friday, December 14

8:30am to 4:00pm (Check-In 8:00am)

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WICPA Professional Development Center

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

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