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


(Check-In 7:30am)

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8.00 Credits

Member Price $300.00

Price will increase by $50 after 8/1

Non-Member Price $350.00

Price will increase by $50 after 8/1


All materials will be electronic only

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. 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.   The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. 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.


  • Differences between planning and budgeting    
  • Building change into the planning process    
  • 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

Designed For

CFOs, controllers, and finance professionals


  • 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 and inhibit change    
  • 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


Leader Bios

Curtis Quickel

Curtis Quickel 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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Non-Member Price $350.00

Member Price $300.00