Budgeting & Strategic Corporate Planning
Course Overview
Budgeting and planning is an integral part of every modern corporation.
This course is designed to help you better prepare and manage the budget
and corporate planning process. Course includes extensive use of Excel
tools and practical methodologies for effectively creating corporate budgets
Key Benefits from aaending this Workshop:
Who Should Atend
You should attend if you are involved, or plan to be involved in the
budgeting or planning process. In particular:
LEARN to identify and quantify key business drivers and
strategically plan across the enterprise
CFOs
Financial controllers and managers
Cost and management accountants
Financial & business analysts
Experienced finance and business development managers
KNOW how to effectively communicate the budget to team
members, management, and other stakeholders
DELEVOP the skills to make better , more profitable business
decisions using advanced planning techniques
who want to gain a better understanding of the corporate
planning process
To gain the most benefit for your organization, several managers
are encouraged to attend together .
Je ff& O’Brien Int’l Faculty
UNDERSTAND the objectives of corporate planning, and how
to create effective budgets to meet your business needs
GAIN insights on the key factors behind the successful use of
corporate planning
Date - December 09 - 11, 2015 Venue - Lagos, Nigeria
Course Content
Module One
Introduction to course and objectives
1. Overview of Budgeting & Strategic Planning
· Objectives of Budget & Corporate Planning
· A critical look at traditional budget process
· Fresh approach budgeting & strategic corporate planning
2. Understanding Business Strategy
· The concept of strategy
· The role of corporate strategy
· Linking strategy & budget: Value Based Management
3. Building Financial Models in Excel: Fundamentals
· Using Excel for budgeting & forecasting
· Creating and reviewing a budget in Excel
· Avoiding common errors in using spreadsheets for budgeting & planning
Module Two
4. Budgeting & Planning in Excel:
Building Blocks
· Define level SBU / corporate / product
· Components:
· P&L
· Balance sheet & working capital
· Cash flow
5. Business Forecasting
· Key elements to successful forecasting
· Identifying drivers of value
· Benchmarking & peer group analysis
· Financing and interest cover
.
Module Two continued
6. Approaches to Budgeting
· New approaches to budgeting
· Fixed budget
· Rolling budget
· Zero-based budget
7. Risk
· Defining risk
· Assessing risk associated with planning
· Scenario analysis
Module Three
9. ”We're all human” - Where budgeting goes wrong
· Key concepts of Behavioural Finance
· Avoiding bias in corporate planning
10. Measuring Return on Investment
· Using Excel to asses if a company's budget represents an attractive return on investment
· NPV
· Return on capital
· Economic profit
11. Business Performance Measurement & Management
· How to effectively track business performance against budget
· Best practices for BPM, and Key Performance Indicators
· Management reports and communicating business performance
Program Summary and Conclusions
Course Director’s Profile
Moshe Garfinkel
The expert course director is a finance professional, with over 25 years experience in corporate finance and consulting.
He brings a valuable combination of hands-on corporate CFO experience together with international consultancy
experience in a wide range of industries in developed and emerging markets.
For the past thirteen years, he has specialised in working with senior managers to implement best practices to improve
business decision-making, particularly in rapidly changing and uncertain environments. Drawing on his first-hand
experience, the course director has conducted a range of consulting assignments covering project appraisal, cash flow
analysis, business performance management, enterprise valuations for mergers and acquisitions, budgeting and
planning, and cost analysis.
In addition to consulting projects, he designs and delivers courses in a range of applied corporate finance topics, including
Financial Modelling, Cash Flow Analysis, Strategy & Finance, and Budgeting & Corporate Planning. He brings particular
experience leading courses in Africa, and has led many workshops in corporations and financial institutions. In addition,
Moshe has recently led finance workshops in Ghana,Turkey, Malaysia, Nigeria, South Africa, and Dubai.
Budge ng & Stategic
Corporate Planning
Registration
Date - December 09 - 11, 2015
Venue - Lagos, Nigeria
Discounted Course Fee:
£2,050 per delegate per course excluding VAT and other statutory taxes(fee covers tuition,
course materials, lunch and refreshments). Delegates are required to make their own
arrangements for transportation and accommodation.
* For local currency equivalent, send e-mail to traning@jeffandobriengroup.com
Disclaimer: Jeff & O’Brien reserves the right to change or cancel any
part of its training program due to unforeseen circumstances.
TO REGISTER:
Fill the details below and forward by email to training@jeffandobriengroup.com
or communicate by email the details of your nominees
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THIS PROGRAM CAN BE CONDUCTED ON AN IN-HOUSE BASIS, ON INTEREST PLEASE CONTACT training@jeffandobriengroup.com
We take all registra ons which ae triggered by the filling and submission of this form to us very seriously and do consider it as an intenen on
to par cip te in our programs. We therefore make adequate arrangements which involve financial commitments on behalf of the delegate.
For Cancella ons the ollowing will apply:All cancella ons mu st be in wri ng
Cancella ons moe than 2 weeks prior to course date, full course fee will be refunded less administraate charges of £150
Cancella ons th t are 2 weeks prior to the course commencement, 50% of course fee will be refunded
Cancella ons less than 2 eeks prior to the course commencement, no refunds will be made, but replacements will be accepted at no extra cost
Je ff& O'Brien will demand full payment for registra ons made if par cip ts do not show up for the program and the cancellala on policy
has not been adhered to.
“We judge all knowledge not by how much it will cost, but how much it will cost us if we did not know”
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