Back Search


8.0 Credits

Learn how to achieve a greater return on your budgeting and forecasting investment using various tools and techniques available in today’s market, including Budget Maestro, PROPHIX, and Host Analytics, which can improve budgeting results. Additionally, discuss how to reduce your dependency on Excel to obtain better results in less time, how to account for risk and uncertainty in your models and why doing so is a best practice.


  • Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization
  • 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
  • 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


  • Major Topics

    • Differences between planning and budgeting
    • The business model
    • Strategic plan, marketing plan, and technology plan
    • Financial forecasting and financial risk analysis
    • Five-year operating plan and the sales/income plan
    • Intermediate planning and capital equipment planning
    • One-year operating plan and monthly planning
    • Cash plan and risk plan



    Fundamental knowledge of excel 2013 and newer

    Advanced Preparation



    Please select the appropriate session or option below to continue with your online purchase

    Thursday, May 16, 2024

    General Sessions

    Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files.