Integrating Budgeting,
Forecasting &
Business Planning

Training Course Overview

If companies intend to succeeded within today’s turbulent markets, their Business Plans must be look at carefully and constantly integrated with Budgeting, Forecasting and Cost Analysis. This COPEX training course will provide not only the theoretical background, but also the necessary skills to build world class standards into your planning, budgeting, performance measurement and reporting system. By combining techniques analysis, problems and examples with case studies, the training course provides delegates with the key concepts and the practical skills that are essential in managing and controlling processes and projects, as well as units and departments, in times of increasing global competition where the budgets are inextricably linked with both strategy formulation and cost tracking.

Training Course Objectives

By attending this COPEX training course, you should achieve these goals:

• Understand the Integration Among Planning, Budgeting and Costing
• Appreciate Cost Behavior and Cost Allocation
• Improve Budgeting and Financial Skills to Take Better Decision
• Understand Capital Budgeting and Project Appraisal
• Design Reports and KPIs for Measuring Performances

Designed For

This COPEX training course is designed for anyone involved in the budget and business planning process within their organization. It is equally appropriate for those who manage projects and who wish to have a greater understanding of how budgets, business plans, and projects interlink.

This training course is suitable to a wide range of professionals who have budgetary control and are involved in the business planning process, including, but not limited to:

• Professionals Who Require a More In-Depth Understanding of Integrated Planning & Budgeting Techniques
• Accountants Responsible for Budget Preparation & Management Reporting
• Financial Planners and Cost Analysts
• Line Heads with Direct Planning and Budgeting Responsibility
• Professional Advisers, Account Personnel and Business Consultants

Training Course Outline

Amongst a wide range of valuable topics, the following will be prioritized:

• Understand the Connections Between Strategic Planning and Budgeting
• Link Budgeting to Costing and Forecasting
• Explore the Budgeting Process
• Analyze OPEX and CAPEX
• Understand Cost Classification
• Use Contribution Margin Analysis
• Manage Direct and Indirect Costs
• Understand Capital Budgeting
• Explore Forecasting Techniques
• Master Projects’ Performance Measurement and Management

The Certificate

• COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

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