Better Budgeting: Essential Planning & Forecasting Skills for Managers

Price: $ + applicable taxes

To be effective, managers need a strong understanding of planning, budgeting, and finance.

While these tasks may seem daunting for non-finance professionals, they’re necessary for the success and profitability of your team and organization.

This workshop will provide you with the tools, techniques, and models you need to successfully plan, execute, and maintain your forecasting and budgeting.

Join us for the best strategies for effective budgeting and forecasting, plus:

How to analyze revenues and expenses to keep your team agile
Best practices for using key business drivers for your planning and budgeting
Understanding cash flow and operating vs capital budgets
How COVID-19 impacts your budgets and planning

Program Highlights

This program will include:

An overview of the planning & budgeting cycle

Planning and forecasting
Transforming plans to operating budgets
Comparison of budgets to actual expenditures
Analysis and reporting of revenues and expenditures

A summary of revenue, expenses, and profits – and how they’re interrelated

Essential elements of planning & forecasting using key business drivers
Establishing planning/forecasting scenarios based on uncertainty of COVID-19
Analyzing plans and budgets against actual expenditures
Reporting and analyzing of financial information
Using current plans and budgets to project the future

How to use plans, budgets, and financial information to make business decisions

Tools and techniques to clearly create and present your budget
Cash budgets, analysis of cash flow, and operational costs
Fueling decisions with comprehensive metrics

About the Speaker

Carl Young is an author, speaker, trainer, consultant, and coach. He holds an MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a $275M, high growth technology-based company and has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management.

Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen & Lehrman), Society of Industry Leaders (sponsored by Standard & Poors), and the National Association of Accountants.
Carl is an engaging and entertaining speaker who draws from his experience to make relevant teaching points. His sessions are rich in content and full of energy. He has branded himself as Mr. Simplicity, with the goal of making finance and accounting relevant to non-finance professionals.

Program Benefits

Your ability to handle the numbers is one of the most important business skills you can possess. Crunching numbers and coming up with a budget can challenging, but with this workshop, we’ll help you understand how to prepare and, more importantly, manage an organized, realistic budget more effectively.

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