Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 0 - WELCOME SESSION AND COURSE OVERVIEW
Welcome session and course overview
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Full course overview
Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 1 - Concepts of strategy, planning and budgeting
Video 1 - The planning cycle
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Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 2 - Corporate decisions
Video 1 - The management responsibilities
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Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 3 - Budgeting – Benefits and Limitations
Video 1 - Benefits and Limitations
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Benefits and Limitations
Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 4 - Processes of planning and controlling
Video 1 - The connections with the budget
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Module 1: Strategy & Budgeting - Planning & Controlling-Lesson 5 - From strategy to the budget
Video 1 - A transition through planning and controlling
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Video 2 - Positioning the company between planning and controlling
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Readings of - The trade-off between “more planning” versus “more control”
MODULE 2 - Corporate budgeting-Lesson 1 - The corporate level view
Video 1 - Strategy and the budget at corporate level
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Reading - Corporate budgeting overview
Video 2 - Strategy and the budget at business level
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Reading - Corporate budgeting - The link between strategy and the budget
MODULE 2 - Corporate budgeting-Lesson 2 - Corporate governance
Video 1 - The governance and the budget
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Video 2 - Governance and the budget: Practical aspects
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Readings: Governance and the budgeting process
MODULE 2 - Corporate budgeting-Lesson 3 - Planning guidelines
Video 1 - Executive commitment
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Video 2 - Objectives, communications, expectations and opportunities
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Readings: Budget planning guidelines
MODULE 2 - Corporate budgeting-Lesson 4 - Budget development framework
Video 1 - A general overview
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Readings: Overview on budget development framework
Video 2 - Starting the budget development
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Readings: Overview on budget development framework - Part 2
MODULE 2 - Corporate budgeting-Lesson 5 - Management information system
Video 1 - Information system and the budget
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Readings - The management information system and the budget
Module 3.1 - The company operations and the Budget -Lesson 1 - Budget development framework
Video 1 - A framework to structure budgeting - The revenue budget
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A framework to structure budgeting - The revenue budget
Video 2 - Structuring revenue by product lines
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Structuring revenue by product lines
Video 3 - Structuring revenue by contracts and territories
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Structuring revenue by contracts and territories
Video 4 - Forecasting revenue
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Forecasting revenue
Video 5 - Major issues on revenue forecasting
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Major issues on revenue forecasting
Module 3.1 - The company operations and the Budget -Lesson 2 - The company operations and the Budget
Video 1 - The ending inventory budget
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The ending inventory budget
Video 2 - Production budget
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The production budget
Video 3 - Direct materials budget
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Direct materials I
Video 4 - Direct materials: Combining Methods
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Direct materials II
Module 3.1 - The company operations and the Budget -Lesson 3 - Direct Labor and Manufacturing Overhead
Video 1 - The direct labor budget
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The direct labor budget
Video 2 - The manufacturing overhead budget
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Manufacturing overhead
Module 3.1 - The company operations and the Budget -Lesson 4 - The cost of goods sold
Video 1 - Cost of goods sold
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The cost of goods sold
Module 3.1 - The company operations and the Budget -Lesson 5 - Marketing and sales budget
Video 1 - Introduction to marketing and sales budget
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Introduction to marketing and sales budget
Video 2 - Structuring marketing and sales budget
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Structuring marketing and sales budget
Video 3 - Analysis on marketing and sales
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Analysis on marketing and sales budget
Video 4 - Advertising
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Advertising
Video 5 - Issues on marketing and sales budget
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Issues on marketing and sales budget
Video 6 - Performance management
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Performance management
Module 3.2 - The company operations and the Budget-Lesson 6 - Research and Development Budget
Video 1 - Introduction to R&D budgeting
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Introduction to R&D budgeting
Video 2 - R&D funding
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R&D funding
Video 3 - Structuring and controlling R&D
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Structuring and controlling R&D budget
Module 3.2 - The company operations and the Budget-Lesson 7 - Administration Budget
Video 1 - Administration Budget and connections with other budgets
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Video 2 - Structuring administration budget and major issues
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Administration Budget
Module 3.2 - The company operations and the Budget-Lesson 8 - Capital Budget
Video 1 - Capital Budget: Scope overview
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Capital Budget - Scope overview
Video 2 - Capital Budget: Additional analyses
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Capital Budget - Additional analyses
Video 3 - Outsourcing and leasing as alternatives
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Outsourcing and leasing as alternatives
Module 3.2 - The company operations and the Budget-Lesson 9 - Master Budget
Video 1 - Putting the budgets together: The Master Budget
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Putting the budgets together - The Master Budget
Video 2 - Balance Sheet components
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Balance Sheet components
Video 3 - Cash behavior and financial needs
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Cash behavior and financial needs
Video 4 - Supporting balance sheet analysis
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Supporting balance sheet analysis
MODULE 4 - Financial and reporting model-Lesson 1 - Conceptual overview and components
Video 1 - Budget monitoring and financial report
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Video 2 - Financing the company - Strategy, budget and financial report
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Conceptual overview and components
MODULE 4 - Financial and reporting model-Lesson 2 - Managerial view of cash and the budget
Video 1 - Financial management and working capital
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Video 2 - The relevance of working capital and cash
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Managerial view of cash and the budget
MODULE 4 - Financial and reporting model-Lesson 3 - Financial statements and the budget
Video 1 - A budget perspective on financial reports
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Video 2 - Financial statements - Cash is king
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Financial statements and the budget
MODULE 4 - Financial and reporting model-Lesson 4 - Financial and non-financial indicators
Video 1 - Measuring performance: Indicators
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Video 2 - Financial performance management
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Financial and non-financial indicators
MODULE 5 - Budget control-Lesson 1 - Overview on control function
Video 1 - Why Plan, Budget vs Actual Results and Introduction to Variance
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Video 2 - Variance
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Video 3 - The Connection of Budget and Strategy
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Why Plan, Budget vs Actual Results, Variance and The Connection between Budget and Strategy
MODULE 5 - Budget control-Lesson 2 - Concepts on controlling the budget
Video 1 - Standards, Objectives & Budgets used to measure performance
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Video 2 - Internal Control
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Standards, Objectives, and Budgets used to measure performance & Internal Control
MODULE 5 - Budget control-Lesson 3 - Results analysis and performance management
Video 1 - Results Analysis
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Video 2 - Goals achievement and performance management
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Results Analysis, Goals Achievement and Performance Management
MODULE 5 - Budget control-Lesson 4 - Why monitor and control: Strategy and the Budget
Video 1 - Strategic Planning Process and the Budget – Part 1
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Video 2 - Strategic Planning Process and the Budget – Part 2
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Strategic Planning Process and the Budget
MODULE 6 - Planning Process – Approaches and evolution-Lesson 1 - Reviewing planning approaches
Video 1 - The planning process and approaches
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The planning process and approaches
MODULE 6 - Planning Process – Approaches and evolution-Lesson 2 - Traditional planning
Video 1 - Traditional budget planning
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Traditional budget planning
Video 2 - Processes of planning and the traditional approach
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Processes of planning and the traditional approach
MODULE 6 - Planning Process – Approaches and evolution-Lesson 3 - Limitations in the traditional planning
Video 1 - Traditional budgeting - The limitations
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The traditional budget planning and its limitations
MODULE 6 - Planning Process – Approaches and evolution-Lesson 4 - Beyond Budgeting
Video 1 - Introduction overview on beyond budgeting
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Video 2 - Flexible and Bracket Budgeting
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Flexible and Bracket Budgeting
Video 3 - Zero-Based-Budgeting
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Zero-Based Budgeting (ZBB)
Video 4 - Rolling Forecast
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Rolling Forecast
Video 5 - Activity-Based Budgeting
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Activity-Based Budgeting
MODULE 6 - Planning Process – Approaches and evolution-Lesson 5 - Closing Budgeting essentials and development course
Video 1 - Course wrap-up session
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