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Planning and Strategy Formulation for Your Organization's Financial Success (TDE4)


Total Credits: 4 including 4 Management Services - Technical

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Categories:
Management Services
Faculty:
Kenneth Greenwood
Course Levels:
Intermediate
Duration:
4
License:
Product Setting: Expires 90 day(s) after program date.

Dates



Description

### CANCELLED PER LM 2/2

Overview


Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical course, which will present a fresh approach to planning and strategy formulation for your organization. Often thought of as a painful process, planning and strategy formulation is probably one of the most important processes any organization undertakes in order to achieve financial success. We’ll explore this fresh approach to many different planning stages, including the marketing plan, the technology plan, the capital plan, the five-year operating plan and much more! Today’s dynamic economic environment requires much more careful planning and strategy execution. Come find out how to make that happen for your organization.

Who should attend


CFOs, controllers, and finance professionals

Details


Objectives:
 

• Develop strategies for the organization that make an impact
• Avoid the political pitfalls that often come with the planning process
• Maximize the usefulness of the different plans developed for the organization
• Identify the differences between strategic and incremental planning
• Implement strategic planning at the department level
• Make the planning process enjoyable and painless for the entire organization
• Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

 

Major Topics:
 

• Differences between planning and budgeting
• The business model
• Strategic plan
• Marketing plan
• Financial forecasting
• Financial risk analysis
• Five-year operating plan

 

e-materials


A link to the electronic materials will be emailed to you 48 hours prior to the event. Hard copies will not be provided.

Advanced preparation


None

Course level


Intermediate

Prerequisite


 Experience in financial management of a small or midsize company

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