Agenda

OPTIONAL PRE-CONFERENCE WORKSHOP
Moving Beyond Traditional Budgeting to Lean Planning
Steve Player

LEARNING OBJECTIVES

• In the hands-on workshop you will:

• Review the six and one half reasons finance needs to transform

• Identify seven concrete steps you can take to begin this journey

• Recognize traditional budgeting practices for what they are – a push system that will subtly destroy your efforts to become a lean enterprise

• Identify six other ways budgeting destroys value

• Review the twelve principles of Beyond Budgeting that empower your organization to continually optimize results

• Learn how leading edge companies have found better ways to plan and control their organizations including use of relative targets, rolling forecasts, and adaptive performance management

• Examine the case studies of great companies such as Toyota, Guardian Industries, American Express and Southwest Airlines have dramatically improved their adaptive planning capability

• Create your own customize road map for change

OVERVIEW AND PURPOSE

If you are charged with leading your finance organization in support of becoming a lean enterprise you need to understand what is required to transform finance. In many ways finance serves to impede progress rather than enable change. This workshop is focused on helping you understand how finance needs to change beginning with moving Beyond Budgeting into continuous planning and adaptive control.  

WHO SHOULD ATTEND?

• CFOs

• Controllers

• Directors of Financial Planning

• Budgeting Managers

• Operations Directors

• Strategic Planners

• Vice Presidents of Continuous Improvement

• Anyone responsible for developing annual plans and budgets for lean enterprises

Duration:
Half day: 1:00 p.m. - 5:00 p.m.

Fee:
$395

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