November 24, 2025

Live Webcast

NYSED 8

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

November 24, 2025
Live Webcast
NYSED 8

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

  • Instructor

    Kerry
    Roberts

  • 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.