Capital Budgeting & Forecasting

How to Register: Contact Amy Arra at aarra@pwrplan.com or (770) 937-3028.

When:   April 25-26, 2012 (8:30 am Apr. 25 – 5:00 pm Apr. 26)

Where:  PowerPlan Training Center (Atlanta Office) Atlanta, Georgia

Registration Fee: $1,200

CPE Credit: 16 hours in the Finance field of study

Intended Audience: 
Essential for any company setting up or modifying their budget and forecast processes, upgrading and improving functionality in Version 10.3, or introducing new personnel to the process.

Description: 
Focus begins by looking at budgetary planning best practices and control processes.  A work book, training exercises, and examples are included.  Topics include:

Capital Budgeting

• Identifying Best Practices, Your Company’s Emphasis and Setting Options
• Brief Overview of New Options, Processes, and Various Company Approaches
• Budget Structures and Definitions
• Budget Versions – Budget Grouping and Processing
• Budget Creation, Project Initiation, and Setup
• Tracking Budget Changes Using Revisions
• Estimating Tools – Options for Entry & Modification
• Managing Forecasts / Creating Outlooks for Future Years
• Forecast Modification – Levels of Entry and Comparison
• Controlling Budget Inclusions – Budget Review
• Authorizing for Spending – Approvals
• Computations (AFUDC, Overheads, Closings)
• Utilizing Controls and Security
• Transfers/Substitutions, Deferrals, Budget Increase
• Responsibility / Resource Budget Integration

Projects & Monitoring

• Project Prioritization, Valuation, and Justification
• Viewing Budget Reports
• Utilizing Commitments / Accruals
• Query Tools for Dynamic Reporting
• Drilling into Budget Detail at Multiple Levels
• Managing Alerts for Unwanted Data Scenarios
• Controlling Security Options

Instructor: Chris Mardis