Business Improvement and Budgeting
Turn Historic Accounting into Predictive Accounting with ease
ONE DAY WORKSHOP
BRISBANE TUESDAY 29 OCTOBER 2013
PROGRAM CONTENT
8:30 Registration and Coffee
9:00 Introduction
9:30 Case Study – Is there a need for Improvement?
10:00 Data Import and Model Design
10:45 Case Study – Dialogue with Clients
11.30 The PlanGuru Model - Reports and KPI Statistics
12:30 Lunch
1:30 Case Study Cont – Actuals, variances, and
rolling forecasts
3:30 Client Marketing
4:00 Open Forum
4:30 Conclusion
WHAT IS INCLUDED
A practical session based on years of personal experience
Individual Attention – limited numbers accepted
Full Case Study notes and solutions
Light lunch and morning tea
Free ongoing telephone and email support
WHERE
United Service Club
183 Wickham Terrace
Brisbane 4000
The venue does not provide computers, so attendees need to bring a laptop. A free PlanGuru license will be provided for your use.
INVESTMENT and REGISTRATION
$785 per attendee plus GST, payable by 22 October. Because places are limited, early registration is recommended, by email to:
paul@beyondaccountingtechnologies.com
showing name, company and confirmation of laptop.
ABOUT YOUR PRESENTER
Paul is a Chartered Accountant with over 30 years experience in the profession. For the past 10 years he has operated a Queensland based specialist consulting practice in Predictive Accounting, Strategic Planning, Financial Analysis and Modelling. His input to any business is practical, hands-on, and designed to give clients confidence in the process of strategic planning and forecasting, as well as knowledge of software tools.
Paul’s workshops are highly rated – here is a recent testimonial:
I found Paul to be extremely knowledgeable on software products, as well as with the budgeting process in general. He presented the material in an easy to understand manner and gave us ideas for new ways of approaching the budgeting process, interpreting the information from the software tools and creating strategies from budget analysis. I have also been impressed with his follow up subsequent to the training and assistance with my software and budget queries.”
Jennifer Roberts, Business Services Manager, HMW Partners