Financial planning and budgeting advanced training. Management accounting and budgeting system. Document at the end of the course Management Accounting

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Financial planning and budgeting at the enterprise sets the direction of development and determines the need for financial resources for the long-term and short term. The budget must be balanced at the start and successfully executed. How to do it?

Alpha School of Business offers to visit the seminar "Planning and budgeting for financiers", which intelligently combines theory with practical examples.

The course "Planning and budgeting for financiers" reveals the relationship between strategic and operational planning, explains the technologies and procedures of financial modeling and budgeting.

The seminar "Planning and budgeting for financiers" will provide participants with knowledge and a set of practical tools on:

How to build a budget management system? How to link strategic and operational goals? How to develop a master budget for a production or trading company? How to develop a budget regulation? How to create an effective budget execution control system? How to correctly draw conclusions when analyzing deviations from the budget? How to automate budgeting procedures?

The target audience

The course "Planning and budgeting for financiers" is designed for managers and employees of the financial and economic department.

Objectives of the seminar "Planning and budgeting for financiers"

Track the relationship between the strategy and goals of the company, the motivation system and performance indicators, planning tools and management decisions;
To give practical skills in drawing up financial models and master budgets;
To study the procedures for monitoring and analyzing budget execution;
Examine the procedures and documents required in the budget process;
Discuss the principles of budgeting automation;
Understand common budgeting mistakes.

Seminar program

"Planning and budgeting for financiers"

Functions and procedures of the budgeting system.
How to plan the activities of the company.
Management accounting and budgeting.
financial structure. Financial responsibility centers, functional centers.
Motivation system. KPI and Balanced Scorecard (BSC).
budget model. Consolidated budgeting technology. Estimates.
How to predict income.
How to develop a budget regulation.
Budget control and procedures.
How to manage financial risks.
Analysis of budget execution. Types of analysis.
When to use process budgeting (ABB).
Features of project budgeting.
How to choose a program and automate budgeting procedures.
Common Mistakes building a budgeting system.

Workshop:

Building a financial model (income and expense plan, movement plan Money indirect method and forecast balance).

income planning technique.

Drawing up the budget of a trading company in the Central Federal District (budget of income and expenses, BDDS by the direct method and forecast balance).

Preparation of budgets for production, income and expenses of a manufacturing company.

Analysis of budget execution.

Multilevel analysis of deviations from the budget.

Studying the budget regulations of the company (procedures, forms to fill out).

Teaching methodology

Training combines modern theory and case studies of leading companies;
The seminar uses advanced international experience and knowledge of high-level teachers with great practical experience;
The participants of the seminar discuss with the teacher questions from their own practice for a better understanding of the budgeting technique at their enterprise;
The seminar is accompanied by special materials and templates for further use by the participants in their work.

Course instructor: Uvarova Alla Alexandrovna. 20 years of experience in finance, including CFO of leading Russian companies- 8 years.

Course duration: 2 days, or 16 academic hours

Time and venue: from 9:00 to 16:30.

Moscow, metro station "Elektrozavodskaya", Rubtsovskaya embankment, building 3, building 1, floor 9

Price: 28,000 rubles.

Discounts and promotions : Discounts are cumulative. When paying for 30 days - 20% discount.

With the participation of two listeners from one company - participation of the third as a gift!

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Feedback about the seminar:

“I liked the organization and productivity of the seminar, the structuredness and conciseness of theoretical information. Liked it a lot practical tasks. Many thanks to you for your professionalism and attention to our problems”, - Kolesova Natalya Sergeevna, Deputy head of the PEO Yakut Diamond Trade Enterprise AK ALROSA (OJSC), Yakutsk.

“I liked the clear structure of the seminar for the concept of planning and budgeting, both in general and in individual elements,” - Olga Vladimirovna Puchkova, economist, Diana-trade LLC, Moscow.

“The topic of planning and budgeting is disclosed quite fully. It was interesting to independently prepare the pro forma income statement and especially the pro forma balance sheet,” Vladimir Breslavsky, Deputy Director for Economics and Finance, CJSC Mnogovershinnoye, Khabarovsk Territory.

“I liked that in 2 days we gained knowledge that, I hope, will help us start the budgeting process. Specific examples of budget calculations that can be used in our practice were considered,” - Natalya Bronislavovna Pak, Financial Director, TKF Korpas LLC, Moscow.

“I liked the teaching methodology, accessible presentation of the material, useful teaching aids which, I hope, will help in future work. It was interesting to try to prepare the forecast balance on our own. The seminar allowed me to study the documents and procedures of the budget process, to understand the goals of the budgeting system as a whole in the organization in which I work,” Metelkina Irina Gennadievna, Fin. Controller, OOO SGM, Moscow.

“Our company is young, for us the seminar is useful for information on the organization of budgeting, planning at the stage of formation. The seminar showed that we are on the right track. We will definitely use the acquired knowledge”, - Zhukova Olga Valentinovna, Deputy chief financial department JSC "Pilot production", Moscow.

We are chosen because we are practitioners. You get real knowledge and skills that are tested by experience and confirmed by the result.

For whom it was created distance course?

√ You are an economist, accountant, financial manager or executive

√ You need modern knowledge financial management

√ Do you want to improve your skills and go out to new level

√ Do you want get practical skills budgeting

√ Do you have no free time to attend a seminar

√ You do not live in Moscow and can't come V The educational center

√ Do you want save on education without loss in quality.

What are you getting?

Duration of training - 5 weeks, 2 lessons per week.

√ 10 lessons - about 20 academic hours of video lectures

√ Online communication with the teacher

√ Checking homework

√ Answering questions, analyzing your situations

√ Tests for self-control for fixing the material

√ 10 ready-made templates budget forms

√ 10 budgeting provisions

√ Certificate of advanced training in the amount of 40 hours at the end of the course

√ Coupon 3000 rubles for online course By financial analysis or management accounting

* Valid 3 months from date of purchase

How is the training carried out?

Immediately after payment, you get access to video lessons according to the schedule at the rate of 2 lessons per week. You can change the schedule as you wish. Unlimited viewing for 60 days.
You are getting homework- studying a ready-made example, or self-calculation according to a template.
You can ask questions using the mail service. You will receive answers either in a reply letter or in the form of an additional video lesson.

Upon completion of training, a certificate of advanced training for an economist in the amount of 40 hours is sent (you need to pass online tests, but it's not difficult), or a certificate of completion of the course (without tests).

Who provides training?

Director of the School - Uvarova Alla Alexandrovna. 20 years of experience in finance, including 8 years as CFO of leading Russian companies.

Budgeting Practice Training Program

Video lectures

Goal setting algorithm. Enterprise planning. Motivation system. KPI and Balanced Scorecard (BSC).
The relationship of financial information in the enterprise. Dupont model. Main financial ratios to build a financial model. Building a DDS report by an indirect method.
Management Accounting. Required analytics. Company budget structure. budget model. Budgeting technology.
financial structure. financial responsibility centers. functional centers. Functions of the head of the CFD.
Top-down and bottom-up management. How to predict income.
Examples of income forecasting at enterprises of different industries. The relationship between financial and non-financial financial indicators.
Purchase budget. production budget. Planning in physical terms. Resource limits.
Breakeven level. Stock of financial strength. Operating lever. Project budgeting. Resource planning. Payback period.
Budget execution control. Financial risk management. Analysis of budget execution. Plan fact. Factor analysis. Multilevel analysis.
Budget regulation. budget chart. Selection of programs for automation. Typical mistakes in building a budgeting system.

Hometasks:

Company development forecast. Financial results(Gains and losses report), financial position(Balance).
Financial model - BDR, Forecast balance, BDDS by an indirect method.
Financial model using the double entry method.
BDDS in the Central Federal District.
Natural and cost indicators in income planning.
Consolidated budget - BDR, BDDS, Forecast balance.
production budget. Budget of income and expenses (fragment).
An example of BDR in financial and physical terms.
Breakeven calculation. Making a decision to launch a project.
Calculation of the budget of two projects and selection of the optimal one.
Plan-fact analysis of budget execution.
Three-level analysis of deviations.

standard cost distance learning: 15 000 rub.

Now there is a promotion - 15 000 rub. Total12 000 rub.

The second and third courses from this series are even cheaper - 9 000 rub.

Present- course "Finance and reporting per hour" for3 000 rub.0 rub .

Your savings: 6,000 - 12,000 rubles. Profitable proposition!

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We are chosen because we make learning easy and fun to help participants get the most out of the workshop and enjoy learning.

“I liked the organization and productivity of the seminar, the structuredness and conciseness of theoretical information. I really enjoyed the practical exercises. Many thanks to you for your professionalism and attention to our problems”, - Natalya Sergeevna Kolesova, Deputy Head of the FEO of the Yakut Diamond Trade Enterprise of AK ALROSA (OAO), Yakutsk.

“I liked the clear structure of the seminar for the concept of planning and budgeting, both in general and in individual elements,” - Puchkova Olga Vladimirovna, economist, OOO "Diana-trade", Moscow.

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We are chosen by well-known companies, and this proves that our methods work not only for us, but also for our customers. We can be trusted as professionals!

The budgeting course will help you get:

√ Practical system knowledge

√ Ability to apply them at work

√ Increasing professionalism

√ Ability career development

√ Job benefits

√ High salary

Don't leave these opportunities for later. If not now, then when?

Certificate of professional development of the standard established by the state

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Hurry, the promotion may end at any time.

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2. I confirm that the mobile phone number I have provided is my personal phone number assigned to me by the operator cellular communication and ready to take responsibility for Negative consequences caused by my giving a mobile phone number belonging to another person.

The Group of Companies includes:
1. LLC "MBSH", legal address: 119334, Moscow, Leninsky Prospekt, 38 A.
2. ANO DPO "MOSCOW BUSINESS SCHOOL", legal address: 119334, Moscow, Leninsky Prospekt, 38 A.

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Personal data that the Client provides about himself consciously and independently when filling out an Application for training / receiving information and consulting services on the pages of the Website of the Group of Companies
(namely: last name, first name, patronymic (if any), year of birth, level of education of the Client, selected training program, city of residence, mobile phone number, address Email).

4. Client - an individual (a person who is a legal representative individual under the age of 18, in accordance with the legislation of the Russian Federation), who filled out the Application for training/receiving information and consulting services on the Website of the Group of Companies, thus expressing their intention to use the educational/information and consulting services of the Group of Companies.

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LLC "MBSH" legal address: 119334, Moscow, Leninsky Prospekt, 38 A.
MBSH Consulting LLC legal address: 119331, Moscow, Vernadsky Avenue, 29, office 520.
CHUDPO "MOSCOW BUSINESS SCHOOL - SEMINARS", legal address: 119334, Moscow, Leninsky Prospekt, 38 A.

The combination of planning technology (strategic and budgetary) with a clear organization of the company's activities gives a noticeable effect in the form of resource savings, predictability and manageability in general.

The course is devoted to a deep study of budgeting and financial planning. On it you:

get skills budget planning, taking into account strategic guidelines in budgets, drawing up a corporate business plan;
master analytical tools that will allow you to predict the future financial condition companies, plan financial flows, take correct financial and management decisions;
practice in solving practical problems and analyzing specific business situations (cases) based on real consulting projects.

The basis of the training course is the methodology of budgeting and the description of the annual budget process in the form of a sequence of steps. Under the guidance of experts, you adapt the information to your organization and, having received all the necessary teaching materials, easily apply knowledge in your company.

Bonus for every participant!
1.5-hour consultation by Mikhail Serov and Eduard Ivanchenko. You can register with your manager.

Purpose of the course

Improve the efficiency of company management with the help of competent planning and budgeting.

The course is intended for:

heads of financial services and their deputies;
business leaders; heads of budget committees and budget departments, planning and economic departments;
analysts and planners; general directors;
directors for development and strategic planning.

On the course you will learn:

what should be the correct system of budgetary management of the company;
how the use of budgeting helps to achieve the strategic goals of the organization;
how to determine the strategic financial parameters of activities and standards to control their implementation;
what does budgeting look like in a business process format;
what are the main goals and objectives of budgeting;
what are the methodologies and technologies for developing budgets;
what are the technologies for organizing the budget process;
how to draw up and consolidate budgets of all levels;
how to use historical data to develop budgets;
how financial budgets are linked to purchasing, production and marketing decisions;
how to correctly allocate responsibility for the formation, coordination and execution of budgets within the financial structure of the company;
how to create and apply budget regulations and budgeting regulations.

main material - 50%;
training, problem solving - 35%;
practical consultations, answers to questions - 15%.

Course program

TOPIC 1. STRATEGY - PLANNING - BUDGETING: HOW THIS LINK SHOULD WORK IN THE ORGANIZATION (Serov M.A.)

The sequence of steps: strategy - plan - budget - linking strategy and plans - calculation of future value - adjustments and optimization.
Basis for success: methodology (budgeting information catalogue) + description of the annual budgeting process in the form of a sequence of steps.
Case: developing the structure of the budgeting methodology in your organization.
How does the accuracy of budgets depend on the accuracy of forecasts and sales plans?
Budget Committee: functions and responsibilities.
The financial structure of the organization. Formation of the Centers of Financial Responsibility.
Strategic goals in the budgets: business efficiency, increasing competitiveness, the cost of the organization (business), taking into account the interests of shareholders and owners.
Allocation of resources in budgeting. Resource exchange model.
How should the process of making a forecast and sales plan be organized?
Budgeting as the main method of cost control.
Management struggle in the allocation of resources in budgeting.
The main difficulties and difficulties in the implementation of budgets.

TOPIC 2. CORRECT ORGANIZATIONAL STRUCTURE AND FUNCTIONS OF THE FINANCIAL SERVICE IN THE IMPLEMENTATION OF BUDGETING (Serov M.A.)

Organizational structure of the financial service and the budgeting process.
The main actors in the company, their interests, qualifications, knowledge and skills. Directors and shareholders (owners), CFO, PEO.
Interaction CEO, financial director, chief accountant and treasurer in effective budgeting.
Interaction between structural divisions, the procedure for resolving conflicts.

TOPIC 3. BASIC TECHNOLOGIES OF BUDGET MANAGEMENT (Ivanchenko E.I.)

Turning financial strategy into budgets

Financial strategy as a model of enterprise financial management. Connection with the general strategy and strategic indicators.
Financial forecasting and modeling as a basis for strategic decisions.
The investment strategy of the enterprise as part of financial strategy.
How does budgeting relate to strategic goals in business?
Transformation of financial strategy indicators into budget goals and parameters.

Forecasts and planning scenarios

Five main goals of budgeting.
budgets and financial forecasting: how to "lay a route" in business.
Pre-budget preparation - scenario analysis of the future.
Business forecasting in the format of the "as is" and "as will be" model.

Budgeting as a function of integrated enterprise management

The general ("master") budget of the company: the composition and sequence of development.
Principles for developing the structure of budgets and its individual components (operational, investment, financial, consolidated budgets).
Features of planning sales, production, costs, stocks, purchases.
Flexible, floating, dynamic, fixed budgets.
Methods for assessing and forecasting sales and income. Active and passive business profitability management.
Links between different budgets.
Planning of consolidated budgets (income and expenditure budget, cash flow budget, forecast balance). What is the procedure for balancing the budget?

Types of budgets and their preparation

Classification and types of budgets. Operating and financial budgets.
Cash Flow Budget: how to make and use.
Budget of Income and Expenses: cost structure and types of profit.
Budget classifier: main article classifier management accounting and planning.
Forecast management balance.

Cash flow budget: forecasting and solvency management

Building effective system cash flow management.
Forecasting cash receipts. Forecasting the cost of funds. Optimization of cash flows in the short and long term.
Algorithm of the work of the treasury (financial department with the functions of the treasury).
Formation and control of compiled registers of payments.
Payment calendar and operational cash plan as tools for operational cash management.
Anticipation of cash gaps, ranking of payment transactions.
Account balance management. Calculation of the optimal cash balance.
The company's reserve fund as the main risk management tool. Creation and management of reserves.
Typical errors in the preparation of BDDS.

Income and Expenses Budgeting: Profitability Forecasting and Management

Methodology for constructing the BDR. The sequence of steps for compiling the BDD. Rationing of costs in the framework of budget management.
Operating budgets: sales, inventories, production, material and labor costs, general production overheads, administrative and selling expenses.
Assembling BDR from operating budgets.
Structural analysis of the income and expenditure budget.
Strategic Management spending through budgets.

Forecast management balance

Forecasting and management of turnover and liquidity of property.
Layout of the forecast management balance sheet based on operating budget data.
Analysis and adjustment of the balance sheet.

Financial analysis of the quality of budgets

Control of the main financial indicators according to budgets. With what to compare indicators?
Rationing of budget indicators.
Trend analysis through a combination of facts for 5 years and budgets for 3 years ahead.

Architecture of the budget system: regulations, objects, reports

Budget regulations, distribution of functions, interaction procedure.
Financial structure of the company: financial centers and their leaders.
Types of financial responsibility and accounting centers (CFD and CFU).
Managing a company through responsibility centers - problems and advantages.
Development of a system of planned and control indicators for the Central Federal District.
What are the main problems and mistakes in the implementation and implementation of budget management in a company?

TOPIC 4. SYSTEM OF FINANCIAL CONTROL IN THE COMPANY ON THE BASIS OF BUDGET MANAGEMENT (Ivanchenko E.I.)

Financial control and budget execution

Budget execution control: treasury and plan-factual control.
Checkpoints for analysis and verification of major budgets and reports.
Audit existing system budgeting.
How to improve the budgeting system in the organization?
Implementation of effective budgeting and control in the organization.

TOPIC 5. RISK MANAGEMENT THROUGH BUDGETS (Ivanchenko E.I.)

Assessment of financial risks using the budgeting system.
Formation of financial reserves (funds). How is it done in developed countries?
Monitoring and analysis of the state of budgets in terms of risk management.

TOPIC 6. HOW TO FORECAST AND PLAN SALES CORRECTLY IN ORDER TO REDUCE VARIATIONS IN FINANCIAL BUDGETS? (Shchegolev A.V.)

Sales forecast and plan.
Preparation and analysis of data to build a forecast.
What are typical indicators for the forecast?
An example of a set of indicators in the Regional context.
Analytical section on sales channels.
Trademark section.
Analysis: profit dynamics in relation to the same period last year.
Plan/actual information panel.
Cleaning and preparation of statistical data.
Building a forecast for cases where the business is not related to commodity items, but, for example, to services.
An example of calculating a sales plan using a multi-factor model.

TOPIC 7. HOW TO AUTOMATE BUDGETING IN ORGANIZATION CORRECTLY (Serov M.A.)

Determining the level of complexity and scale of business processes.
Analysis of typical problems and errors Russian enterprises when implementing budgeting.
Goals of automation. What can be realistically achieved from automation?
Experience in automating budgeting: organizational and psychological aspects.
Overview of business automation systems. Integration with automation systems for financial management accounting and budgeting.
Estimation of the cost of the implementation project automated system managerial financial accounting.
The main stages of the implementation of an automated system of budget management.

Individual approach to listeners

managers help the student choose a course of study, taking into account his wishes, work experience and opportunities professional development.
depending on the initial training the listener is offered basic and advanced courses of study, allowing to gradually master the disciplines.
for those who want to get an in-depth professional education managers offer individual training formats, taking into account the time constraints of students.

Technical equipment

training is conducted on a specialized educational portal of the National Research University Higher School of Economics, which allows the student to study anytime and anywhere using any modern gadgets.

Copyright educational materials

contain complete information necessary for the study of this discipline: lecture notes, examples and case studies illustrating the features of the application of the studied technologies in practice
Each course has video tutorials on the most difficult topics.

Accompanying the learning process

Each course is taught by an experienced teacher-practitioner, who promptly advises students on issues of interest to them.
the course administrator helps the trainees solve any technical questions on the organization of the educational process, provides operational contact with the teacher, draws up documentation on the educational process.

Step by step knowledge control

each course of study is divided into topics, the study of which is carried out in accordance with the approved schedule,

on the basis of the results of studying each topic, in order to continue training, it is necessary to complete control tasks,

the teacher gives detailed comments and recommendations to students on the answers received.

Education document

Certificate of advanced training of the standard established at the National Research University Higher School of Economics.