June 23, 2017


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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INNOVATIVE FORECASTING & BUDGETING: MOVING BEYOND THE TRADITIONAL TECHNIQUES

  • Instructor

    Brent McClure

Learning Objectives

  • Develop a one-year operating plan (formerly referred to as a budget)
  • Avoid the political pitfalls that often come with the forecasting and budgeting processes
  • Maximize the usefulness of the forecasts developed for the organization
  • 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

  • Sales/income plan
  • Intermediate planning
  • Capital equipment planning
  • One-year operating plan
  • Monthly planning
  • Cash plan
  • Risk plan
  • Technology plan

CPE Credits Available

4
Total CPE
4
Finance

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

None

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent McCoy CPE

This event has ended.