Integrated Business Planning: What are the Impacts & Benefits of Utilizing It in This Challenging Environment? Self Study Webinar
Overview
Integrated Business Planning (IBP) is a framework and process designed to align and re-optimize business plans through cross-functional insights and alignment, effective decision making, and gap-closing actions. Many leading companies are moving to this methodology to take advantage of the numerous benefits it offers. This includes achieving business strategy and performance objectives by continuously adjusting to the changing business outlook, eliminating redundant and ineffective activities, managing working capital, and implementing enterprise-wide collaboration. We will focus on:
- Navigating market challenges
- Establishing an effective IBP process
- Overcoming potential key challenges
SPEAKERS:
Ali Ashiqali, Director, Protiviti
Kerry Buchar, Managing Director, Protiviti
Lucas Manganaro, Managing Director, Protiviti
Objective
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
Emphasis
- 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
Speakers
Ali Ashiqali, Director, Protiviti
Kerry Buchar, Managing Director, Protiviti
Lucas Manganaro, Managing Director, Protiviti
This course is included in the following subscriptions:
Need more than one course? Upgrade to a subscription and save.
View Subscriptions