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Courses/Finance/Budgeting & Financial Forecasting

Aligning Budgets to Strategy: The Key to Long-Term Profit

Make your organization's budgets and strategic plan reflect the same vision of reality.

Created byJay Giannantonio
4.6
(51 reviews)
IntermediateUpdated Oct 1, 2023
Aligning Budgets to Strategy:  The Key to Long-Term Profit

What You'll Learn

check_circleAlign budget process with business strategy.
check_circleApply a 12-step practical planning model.
check_circleUse balanced scorecards for strategic alignment.
check_circleEmpower teams for budget accountability.
check_circleDevelop a 3 to 5 year operating plan.
check_circleIntegrate functional plans with strategy.

About This Course

In most organizations, strategic planning and budgeting are separate processes, causing them to be misaligned from their inception.

This webinar explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and can even be enjoyable when everyone gets on board.

The result will be a model for your organization's future growth and profitability.

You will explore a comprehensive 12-step Practical Planning Process, covering essential elements like:

  • Reviewing performance, reflecting on outcomes, and refocusing your business model.
  • Developing and implementing a clear strategic plan with defined Vision, Mission, and Values.
  • Integrating operational, marketing, IT, HR, and capital expenditure plans.
  • Creating realistic sales, revenue, and cost plans.
  • Utilizing powerful measurement tools like the Balance Scorecard to track progress and ensure alignment from the front lines to the executive suite.

Discover how to shift the finance function's role to one of empowerment and guidance, enabling operational teams to own and drive their financial results. By the end of this course, you will have the knowledge and tools to transform your planning process, navigate uncertainty, and achieve lasting profitability.

Your Instructor

Jay Giannantonio
Jay Giannantonio

Accomplished Finance Transformation Executive

menu_book2 courses
star781 reviews

Accomplished Senior Finance Transformation leader with proven success in guiding companies to improve finance operations, impact business growth, and maximize profits through achievements in financial management, cost reductions, internal controls, and efficiency improvements. Extensive finance, administration, and public accounting experience in diverse industries including manufacturing, pharmaceutical, and business services companies. A recognized expert in EPM program and project management, The Balanced Scorecard/KPI ideation, Risk Assessment, COSO, Internal Audit, Project Management, ERP financial business requirements, and SOX compliance in complex systems. Agile and Scrum frameworks experience.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.6
Student's Choice
51 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.