To provide CPAs and other financial professionals with a working knowledge to establish and execute an Integrated Business Planning methodology within their companies.

• Top Economic Risks in the Market Today
• Impact of Risks on Business Leaders
• Planning Process Connections
• Utilizing IBP to Enable Cost Resiliency in Periods of Economic Uncertainty
• Scenario Planning
  – Macroeconomic factors
  – Industry and internal factors
  – Operational and financial planning
  – Best practices

Ali Ashiqali, Director, Protiviti
Kerry Buchar, Managing Director, Protiviti
Brian Richman, Senior Manager, Protiviti

To provide CPAs and other financial professionals with a working knowledge to establish and execute an Integrated Business Planning methodology within their companies.

DETAILED LEARNING OBJECTIVES

• Identify key organizational risks highlighted in Protiviti’s Top Risks Survey

• Understand the primary goal and value proposition of Integrated Business Planning

• Describe the purpose and focus of the Management Business Review within IBP

• Explain how the Integrated Reconciliation step supports a unified consensus plan

• Recognize the benefits of scenario planning including best base and worst-case modeling

• Understand how IBP connects operational tactical and strategic planning timelines

• Identify the focus areas of the Product Management Review including innovation pipeline

• Explain the role of the Demand Management Review in forecasting and balancing supply and demand

• Navigating market challenges
• Driving transformation
• Key trends & challenges
• Benefits & impacts
  – Strategy
  – Efficiency
  – Operational
  – Enterprise-wide collaboration
• IBP monthly process
• Process framework
• Challenges in implementing IBP
  – Resource planning
  – Continuous improvement
  – Organizational alignment
  – Systems and data
  – Change management
• Risk management

Ali Ashiqali, Director, Protiviti
Kerry Buchar, Managing Director, Protiviti
Lucas Manganaro, Managing Director, Protiviti