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:
- 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.
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.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
What is a webinar?
A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio. You see the speaker’s slides, videos, and other presentation materials on your screen.
Can I ask questions during the webinar?
Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.
Can I attend using a tablet or smartphone?
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If I can’t attend a webinar live, can I view the recording later?
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Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
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