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Integrated Planning, Forecasting, and Budgeting for Organizational Success

Online

# of CPE Credits

4

Description

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.

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.

Objective

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

Credit Types

    CPE – Management Services

Event Level:Intermediate
Event Code:PLF4-2026-01-WEBNR-98-01
External ID:WRS221825
Fields of Study:CPE - Management Services
Other fields:

    Registration Fees

    RegistrationTypePrice
    MemberMember$160
    Non MemberNon Member$320

    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.