Budgeting Bootcamp - Annual Operating Plan

4.5 CPEFinance

Master strategic budgeting and annual operating planning. Learn to create accurate budgets, align financial goals, and deliver data-driven insights that impress leadership.

VIDEO COURSE

This course is free

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About this course

The Annual Operating plan is one of the most critical functions for a business. Learn how to set-up, plan, and execute a world-class budgeting process!

The Annual Operating Plan Course is for finance & accounting professionals. We will start with the basics of why companies do an annual planning process but we will also dive into the details of how you actually set-up templates, how to collect data, what information is needed for all the pieces of the budget (sales planning, cost budget, cap-ex, etc). We cover how to convert the plan into financial statements and a C-suite level presentation.

At completion, you’ll know how to build an annual budget and will be able to facilitate your company’s annual planning process.

What you’ll learn

Upon completion of this course, you will be able to:

The purpose and components of strategic budgeting, including sales, production, and cost-of-goods-sold budgets.
How to set up calendars, structure templates, and manage deliverables throughout the budgeting process.
Techniques for creating consolidated financial models and forecasting cash positions.
Advanced methods for preparing presentations for leadership and board review.
Strategies to elevate a basic budget into a world-class strategic plan.
Tips and lessons learned from real-world examples to continuously improve your budgeting process.

Course content

6 lessons · 37 steps · 2h 35m of video

01LESSON 1Introduction1 item

02LESSON 2You down with A-O-P?6 items

03LESSON 3Sales & Production Budget Deep Dives8 items

04LESSON 4COGS, SG&A, Cap-Ex Budget Deep Dives11 items

05LESSON 5Pull it all together … Consolidated Financials & Budget Presentation6 items

06LESSON 6Beyond the Basics – A World Class Plan4 items

Locked

Final assessment

Course access is required to take this assessment.

26 questions70% to passUnlimited attempts

On course completion: 4.5 CPE and a certificate

Course details

CPE: 4.5
Field of study: Finance
Course level: Not specified
Delivery method: QAS™ Self Study
Prerequisites: You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (VLOOKUP, Pivot Tables, SUM, SUMIF). If you do not, we recommend taking our <a href="https://wisdify.com/bootcamps/financial-statement-analysis-course-cpe/"><strong>Financial Statement Analysis</strong></a> course and/or our <strong><a href="https://wisdify.com/bootcamps/free-online-excel-course-cpe/">Microsoft Excel Bootcamp</a></strong>.
Advance preparation: Not specified
Course content: 6 lessons · 37 steps
Assessment: Final assessment · 26 questions · pass 70%
Completion deadline: 365 days from enrollment
Last updated: April 2022
Registration: A free Wisdify account and course enrollment are required.