June 13, 2024

Live Webcast

NYSED 8

CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budget Webcast

June 13, 2024
Live Webcast
NYSED 8
  • View Bio

    Instructor

    Arthur
    Pulis

    View Bio

    Arthur Pulis

    Bio
    Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world’s largest yacht finance company.
  • Differences between planning and budgeting
  • Building change into the planning process
  • 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

Learning Objectives

  • 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 and inhibit change
  • 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

Major Topics

  • Differences between planning and budgeting
  • Building change into the planning process
  • 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

CPE Credits Available

NYSED 8
8
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED)

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

This event has ended.