BUDGET AS A CONTROL TOOL

Course overview

Everything we should know about budgeting is in the course, covering most important budgets. We look at forecasting techniques that are needed for creating reliable budgets. The process how to get there by roadmap and understanding what’s inside the financials makes us understand more what is needed for budgeting.

Course Objectives

By the end of this course participants will be able to:

  • Understand the roadmap and strategy to budgeting
  • Understand most important budget types
  • Understand budget is a planning tool
  • Understand the various financial ratios
  • Understand cost control
  • Understand capital budgeting and expenditure

Who should attend?

  • CEO’s / Co-Founder’s / Partner’s
  • Chief / Directors / Head / Manager /Executives: Investment & Portfolio
  • Chief / Directors / Head / Manager / Executives: Risk Management
  • Chief / Directors / Head / Manager / Executives: Finance
  • Chief / Directors / Head / Manager / Executives: Audit
  • Chief / Directors / Head / Manager / Executives: M&A

Course Content

  • Critical function of management
  • Align the budget with the strategy
  • Road map to strategy
  • Budget as a planning tool
  • Control: the missing link
  • Planning pitfalls
  • Forecasting and budgeting
  • Profitability ratios
  • Liquidity ratios
  • Efficiency ratios
  • Forecasting techniques
  • Internal Rate of Return (IRR)
  • Profitability index
  • Pay-back period
  • Advantages of budgeting
  • Budget process
  • Rolling budgets
  • The master budgets
  • Operating and capital budgets
  • Income based budgeting
  • Incremental budgeting
  • Zero based budgeting
  • Flexible budgeting
  • Activity based budgeting
  • The budgeted financial statements
  • Approaches to budgeting
  • Budget as a control tool
  • Control process
  • Variance analysis
  •  Time Value Money (TVM)
  • Interest compounding
  • Analyzing cash flows
  • The discount rate