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DTSTAMP:20260429T131531
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DTSTART:20270407T173000Z
DTEND:20270407T210000Z
UID:514299
SUMMARY:Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
LOCATION:Webinar
DESCRIPTION:Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)\n\n04/07/27 12:30 PM CST\n - 04/07/27 04:00 PM CST\Description:\nPlanning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.
 This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.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
 Presenters:Art Pulis, MBAField of Study:Management Services (4)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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)<br /><br />04/07/27 12:30 PM CST - 04/07/27 04:00 PM CST<br />Description:<br />Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.<br />
<br />
This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.<br><br><b>Objectives:</b><br><div>
<ul>
    <li>Understand how to integrate a budget, strategic plan, and forecast into one system</li>
    <li>See how the integrated plan helps the organization</li>
    <li>Identify how planning causes greater accountability for the company</li>
    <li>Perform various EVA and cash flow analysis in capital planning</li>
    <li>Understand how to make planning more politically acceptable in the organization</li>
</ul>
<br />
</div><br><b>Presenters:</b><br>Art Pulis, MBA<br><br><b>Field of Study:</b><br>Management Services (4)<br><br><b>Major Topics:</b><br><div>
<ul>
    <li>The keys that develop a plan into an actionable document</li>
    <li>The major difference between planning and budgeting</li>
    <li>Strategic planning</li>
    <li>The business plan</li>
    <li>The people plan</li>
    <li>The marketing plan</li>
    <li>Capital and technology plans</li>
</ul>
<br />
</div><br />Location:<br />Webinar<br /><br />,  
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