Tuesday, February 12, 2019

Unifying Your Organization Through the Planning Process (3-Part Series)

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Unifying Your Organization Through the Planning Process (3-Part Series)
February
 
25-27
3 pm - 4:40 pm ET
Presenter: Arthur Pulis
Credits: CPE, HRCI, and SHRM (Credit Details)
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Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
Most organizations have a disjointed planning process with some executives doing the strategic planning and others carrying out the budgeting activity. Often, the end result is that the processes are not correctly tied together, resulting in silos and employee distrust in the process.

In this 3-part series of practical webinars, you will learn how to improve the planning process by integrating the process through all parts of your organization. The result is an enjoyable planning process that achieves alignment among all parts of the organization.

Upon successful completion of this series, you will be able to:

Part 1
  • Determine the pros and cons of traditional planning and budgeting.
  • Identify huge inefficiencies in the organization caused by traditional budgeting.
  • Describe and create a business plan that goes beyond obtain financing.
  • Develop a business model that is up to date with the market.
  • Implement several models that are used for strategic planning.

Part 2
  • Critically analyze the individual parts of the planning process.
  • Plan revenue more accurately using simple statistical methods.
  • Avoid conflict with revenue planning and incentive systems.
  • Build a technical plan that is aligned with the strategic plan.
  • Remove office politics from planning.
  • Develop a system that benefits from fewer, rather than more employees in departments.

Part 3
  • Develop a capital plan with proven financial techniques that aligns with the strategic plan.
  • Settle the debate between present value and return on investment as a way to measure investments.
  • Objectively evaluate equipment purchases, such as computers and automobiles.
  • Establish a debt plan that the banks will love.
  • Find the "sweet spot" with financial leverage.
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The Presenter
About The Presenter
 
Arthur Pulis served for 20 years in the banking industry, holding executive positions with several banks in the New York and New Jersey area. He also previously served as the Executive Vice President and Chief Operating Officer of Horizon Creditcorp, the world's largest yacht finance company. He now serves as an award-winning speaker and consultant in the fields of banking, finance, planning, and leadership. Mr. Pulis has authored several books on finance and banking and has been asked to testify before the U.S. Congress. He holds a BA degree from Colgate University and an MBA from New York University.
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