Budgeting and Forecasting with PlanGuru

                              Turn Historic Accounting into Predictive Accounting with ease

ONE DAY WORKSHOP

SYDNEY FRIDAY 14 JUNE 2013

PROGRAM CONTENT

9:00   Registration and Coffee

9:30   Introduction

10:00    Case Study – Building a complete model

11:15  Case Study –Drivers and

           non financial Data

12:00  Reports and KPI Statistics

1:00  Lunch

1:45 Case Study Cont – Actuals, variances, and

          rolling forecasts

              

3:45  Importing Actuals

4:15   Open Forum

4:45   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

  Conference Room

  Castlereagh Hotel

  169 Castlereagh St

  Sydney 2000

  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 7 June.    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