Skip to main content

CAF Cluster: Integrated Planning, Forecasting, and Budgeting for Organizational Success - A Virtual Event


Add to Calendar


4.00 Credits

Member Price $165.00

Non-Member Price $195.00


Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events.  USE CODE "CLUSTER24" AT CHECKOUT.

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.



  • The keys that develop a plan into an actionable document
  • The major difference between planning and budgeting
  • Strategic planning
  • The business plan
  • The people plan
  • The marketing plan
  • Capital and technology plans


Experience in financial management of a small or midsize company

Designed For

CFOs, controllers, and finance professionals


  • Understand how to integrate a budget, strategic plan, and forecast into one system
  • See how the integrated plan helps the organization
  • Identify how planning causes greater accountability for the company
  • Perform various EVA and cash flow analysis in capital planning
  • Understand how to make planning more politically acceptable in the organization




Leader Bios

Kerry Roberts

Kerry E. Roberts, CPA is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee. Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a “Big 8” accounting firm, and adjunct accounting faculty for Lipscomb University. Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

Return to Top

Non-Member Price $195.00

Member Price $165.00