Budgeting, Planning, and Management Reporting

What Will You Learn?

• Day 1: Foundations of Budgeting and Financial Planning
• Importance of Budgeting in Organizational Success
• Types of Budgets: Master, Operating, and Capital Budgets
• Budgeting Process: From Preparation to Approval
• Integrating Budgeting with Strategic Planning
• Day 2: Advanced Budget Development and Analysis
• Advanced Budgeting Techniques: Zero-Based Budgeting (ZBB), Activity-Based Budgeting (ABB)
• Budget Variance Analysis and Performance Metrics
• Rolling Forecasts for Dynamic Environments
• Integrating Budgets with Financial Modeling
• Day 3: Strategic Financial Planning
• Strategic Financial Planning Framework
• Forecasting Techniques for Long-Term Planning
• Capital Expenditure Planning and Evaluation
• Risk Assessment and Mitigation in Financial Planning
• Day 4: Effective Management Reporting
• Key Components of Management Reporting
• Designing and Creating Management Reports
• Automation and Visualization Tools for Reporting
• Management Reporting Best Practices
• Day 5: Integrated Financial Management
• Integration of Budgeting, Planning, and Management Reporting
• Financial Analysis for Decision-Making
• Final Project: Developing an Integrated Financial Management System
• Course Wrap-Up and Q&A Session