Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (4 hours)

Overview

Did 2020 show 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. 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! The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. Today’s dynamic economic environment requires much more careful planning and strategy execution. Come find out how to make that happen for your organization.

Highlights

Differences between planning and budgeting
Building change into the planning process
The business model
Strategic plan
Marketing plan
Financial forecasting
Financial risk analysis
Five-year operating plan

Prerequisites

Experience in financial management of a small or midsize company

Designed For

CFOs, controllers, and finance professionals

Objectives

Develop strategies for the organization that make an impact
Avoid the political pitfalls that often come with the planning process and inhibit change
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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!