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.
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 webinar, you will be able to:
- 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.
Program Level: Intermediate
Field of Study: Business Management & Organization
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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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
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