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Surgent’s CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (SU1078/21)

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Surgent’s CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (SU1078/21)

Member Price $139
Non-Member Price $169
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March 11, 2022 @ 1:00 pm - 4:30 pm

Event Description

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 program 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. Also, the program 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.

Designed For

CFOs, controllers, and finance professionals


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 

Major Subjects

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


Experience in financial management of a small or midsize company




March 11, 2022
1:00 pm - 4:30 pm


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