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HomeAccounting and FinanceIntegrating Budgeting, Forecasting & Business Planning

Seminar content

What you will learn

Why Attend
Successful organizations align budgeting, forecasting, and business planning to improve performance, manage uncertainty, and achieve strategic goals. Integrated planning enables better resource allocation, stronger financial control, and faster responses to market changes. This course provides participants with practical tools to connect strategy with budgets, forecasts, cost analysis, and investment decisions.

Course Methodology
This course uses an interactive and practical approach through presentations, case studies, Excel exercises, budgeting workshops, forecasting models, financial analysis, and real workplace examples.

Course Objectives

  • Integrate budgeting, forecasting, and business planning processes
  • Link financial plans with strategic objectives
  • Develop effective operating and cash budgets
  • Apply forecasting tools using historical data
  • Use activity-based budgeting and cost analysis techniques
  • Evaluate capital investment opportunities
  • Improve planning accuracy and decision-making
  • Build a practical integrated planning framework

Target Audience

  • Finance and Accounting Professionals
  • Budget Analysts
  • Planning Managers
  • Department Managers
  • Business Controllers
  • Project Managers
  • Anyone involved in budgeting and planning processes

Target Competencies

  • Budgeting
  • Forecasting
  • Business Planning
  • Financial Analysis
  • Cost Management
  • Investment Appraisal
  • Strategic Thinking
  • Decision-Making

Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 12 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Integrating Budgeting, Forecasting & Business Planning.

Seminar details

Detailed outline

Day 1: Budgets and Strategy in Today’s International Environment

  • Organizational planning framework
  • The product / information / decision support cycle
  • Strategic, tactical and operational forecasts
  • The strategic approach to business planning
  • Various strategic and tactical approaches to business planning
  • The international business environment

Day 2: The Business Plan and Budget Development

  • Developing the business plan
  • Identification of key value drivers
  • Achieving objectives
  • Zero base budgeting
  • Activity based budgeting
  • Developing the cash budget

Day 3: Analysing the Applicability of Historical Data Using Excel®

  • Problems of forecasting
  • Using historical data to help predict the future
  • Forecasting techniques and applications
  • Development of time series models
  • Using regression analysis as a predictor and estimator
  • Mastering exponential smoothing as a data analysis tool

Day 4: Using Activity-Based Budgeting and Cost Analysis Techniques

  • Cost behaviour and breakeven analysis
  • Activity based costing
  • Budgeting for processes rather than departments
  • Defining key cost drivers
  • Defining key activities
  • Developing the activity-based budget

Day 5: Capital Budgeting and Project Appraisal

  • Identify the various types of capital projects
  • Discuss the capital project evaluation process
  • The impact time has on the value of money
  • Using WACC and ROIC as benchmarks
  • Development of the hurdle rate for capital projects
  • Evaluate capital projects using NPV, IRR, ARR and payback models

Dates and locations

Available seminar dates

50% DISCOUNT FOR GROUPS
16 dates
Date City Price
1 - 5 June 2026 Course 5 days. €3,850.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
8 - 12 June 2026 Course 5 days. €4,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
15 - 19 June 2026 Course 5 days. €3,850.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
6 - 10 July 2026 Course 5 days. €4,200.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
20 - 24 July 2026 Course 5 days. €3,200.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
3 - 7 August 2026 Course 5 days. €4,400.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
10 - 14 August 2026 Course 5 days. €4,200.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
7 - 11 September 2026 Course 5 days. €4,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
14 - 18 September 2026 Course 5 days. €2,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
5 - 9 October 2026 Course 5 days. €4,200.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
12 - 16 October 2026 Course 5 days. €4,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
9 - 13 November 2026 Course 5 days. €4,400.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
16 - 20 November 2026 Course 5 days. €4,200.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
7 - 11 December 2026 Course 5 days. €4,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
14 - 18 December 2026 Course 5 days. €3,850.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now
21 - 25 December 2026 Course 5 days. €4,250.- 2 participants: 20% discount 3 participants: 35% discount 5 or more participants: 50% discount Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Integrating Budgeting, Forecasting & Business Planning.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

Course participant
“

The structure of Integrating Budgeting, Forecasting & Business Planning made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance
Seminar attendee
“

The venue and date options made planning the right session straightforward.

Seminar attendee
London - U.K
Learning manager
“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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