Corporate Financial Planning, Budgeting & Control Self-Study Webinar

To show financial managers and other financial professionals how to develop meaningful goals, create strategic plans and set business objectives that lead to a dynamic new budgeting process that generates outstanding results.

DETAILED LEARNING OBJECTIVES

• Identify the core components of an Integrated Business Planning (IBP) framework

• Explain how IBP aligns strategic, operational, and financial plans

• Recognize the roles of demand, supply, and product management reviews in IBP

• Describe how cross-functional reconciliation drives consensus in planning cycles

• Evaluate the impact of macroeconomic factors on corporate planning

• Understand how scenario planning supports risk management and agility

• Differentiate between strategy, execution, and budget cycles in corporate planning

• Describe how IBM deploys targets across geographies and business units

• Identify how predictive analytics enhance P&L forecasting

• Recognize the role of real-time data in improving financial forecasts

• Explain how AI transforms financial reporting and forecasting processes

• Understand how AI-based anomaly detection identifies financial risks

• Define how risk assessment models benchmark performance against industry norms

• Identify key challenges to AI adoption in finance functions

• Recognize the benefits of data democratization in AI-enabled environments

• Understand the function and value of knowledge graphs in financial analysis

• Evaluate the role of embedded finance partners in cross-functional decision-making

• Describe how FP&A enables informed business decisions across departments

• Recognize how financial literacy empowers teams in performance management

• Explain how collaborative forecasting improves accuracy and accountability

• Identify how financial insights influence marketing, sales, and operations

• Understand the goals of IBM’s AI-driven transformation in planning

• Identify automation opportunities such as journal automation and cognitive contracts

• Describe the role of strategic alignment in linking financial and business goals

• Evaluate pricing strategies in terms of value perception and financial outcomes

• Recognize common pricing missteps and their effects on profitability

• Understand how psychological pricing influences customer behavior

• Describe how AI delivers real-time financial insights through smart dashboards

• Explain the importance of aligning pricing strategy with long-term margin goals

• Identify the risks of over-discounting and its impact on brand value

• Overview of FP&A (Financial Planning & Analysis)
• Macroeconomic Resiliency
• Integrated Business Planning
  – Cost resiliency during economic uncertainty
  – Scenario planning
• AI in Business Forecasting
  – Expanding roles of CFOs in today’s business environment
  – Data and manual processes
  – The future of automation in finance
  – Use of knowledge graphs and LLMs
  – Effective GenAI use cases
• FP&A’s Universal Expansion—Embedding in Day-to-Day Operations
• IBM’s Assistant Controller, Andrés Jalfen, Discusses Best Practices in Corporate Planning & Budgeting
  – Business and financial model
  – Planning cycles
  – Adoption of AI
• The Role of AI in Financial Statement Analysis
  – Identifying financial risks and anomalies
  – Automating financial ratio calculations and KPIs
  – Improving financial decision making
• Strategic Understanding of Pricing
  – Types of pricing strategies
  – Aligning pricing with financial goals
  – Understanding and communicating value
  – Competitor-based pricing considerations
  – Psychological pricing tactics