159  |  In Person Training  |  Intermediate  |  Scheduled

CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting and Budgeting

Tuesday, March 17, 2020 8:30am - 4:00pm

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Many organizations spend huge amounts of money and effort at planning, forecasting and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren’t talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn’t just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.


  • 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.


Designed For

CFOs, controllers and finance professionals


  • 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

Your Price: $345.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after February 24, 2020.

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Curtis Quickel

Curtis J. Quickel, CPA, MBA, is an individual practitioner in Little Rock, Arkansas. Before establishing his own practice, he worked several years in industry as a corporate controller. As a retired Lieutenant Colonel from the U.S. Army Reserves, he taught courses at the U.S. Army Command and General Staff College in Ft. Leavenworth, Kansas. He also completed three combat tours in Iraq, Kuwait and Afghanistan. He is a past president of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Quickel is also a past recipient of the Arkansas Society of CPAs Outstanding CPA in government award.

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