June 25, 2026


Live Webcast


NASBA 8

Integrated Planning, Forecasting, and Budgeting for Organizational Success Webcast

June 25, 2026
Live Webcast
NASBA 8
  • View Bio

    Instructor

    James
    Giannantonio

    View Bio

Learning Objectives

  • Understand how to integrate a budget, strategic plan, and forecast into one system
  • See how the integrated plan helps the organization
  • Identify how planning causes greater accountability for the company
  • Perform various EVA and cash flow analysis in capital planning
  • Understand how to make planning more politically acceptable in the organization

Major Topics

  • The keys that develop a plan into an actionable document
  • The major difference between planning and budgeting
  • Strategic planning
  • The business plan
  • The people plan
  • The marketing plan
  • Capital and technology plans

CPE Credits Available

NASBA 8
4
Advisory Services (NYSED) (Advisory Services) - NASBA
4
Management Services (NASBA) (Advisory Services) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

Experience in financial management of a small or midsize company

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent McCoy CPE LLC

Register For This Event

  • NYCPA Member

    $ 115 115
    Join
  • NYCPA Non-Member

    $ 195 195
    Your Price

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