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Thursday, April 23, 2026 Live Webcast

Planning and Strategy Formulation for Your Organization's Financial Success (E2604202)

1:00 PM - 4:30 PM EDT

Registration: 12:30 PM EDT

webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Have major developments over the past few years told us that planning doesn’t work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. Recent developments have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the “one-year operating plan” (formerly referred to as a budget), the “monthly operating plan,” cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CFOs, controllers, and finance professionals

BENEFITS

  • 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 and inhibit change
  • 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

HIGHLIGHTS

  • Building change into the planning process
  • Sales/income plan
  • Intermediate planning
  • Technology plan
  • Capital equipment planning
  • One-year operating plan
  • Monthly planning
  • Cash plan
  • Risk plan

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in financial management of a small or midsize company

ADVANCE PREPARATION

None

INSTRUCTOR

Jason Carney

Jason W. Carney, CPA, CISA, PMP, CISSP, CCSP, Esq.
(4.9)

Read bio

PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 23 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent