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Business planning

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Based on the CGMA Competency Framework, these resources allow you to focus on technical, business, people and leadership skills. All areas are underpinned by the need for ethics, integrity and professionalism. Log in and start learning today.

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Using predictive analytics in employee retention

Human resources departments are turning to data to help cut attrition costs.

Article Planning, forecasting & budgeting Advanced

A methodical approach to budget

Use Microsoft Excel’s built-in regression capabilities to turn historical data into an initial rough-draft budget.

Article Planning, forecasting & budgeting Advanced

Finding a way to the future

Who are Futurists, what do they do, and can anyone really accurately predict the future for business and finance?

Article Planning, forecasting & budgeting Advanced

Using surplus budgeting to advance and sustain your mission

Learn how a disciplined budgeting strategy can improve the financial health of your organization.

Article Planning, forecasting & budgeting Intermediate

Brexit lesson: Focus on consequences, not cause in scenario planning

This article explores how the Brexit referendum underscores the need for companies to be ready for upheaval through robust scenario planning.

Article Planning, forecasting & budgeting Foundational

Governmental financial resilience under austerity: English local authorities

This academic executive report summarises research which examines the responses of four local authorities to the increased uncertainty, volatility and complexity...

Report Macroeconomic analysis Intermediate

How to identify risks, opportunities through scenario planning

Scenario planning can help companies identify risks and opportunities to drive more effective business decisions.

Article Planning, forecasting & budgeting Intermediate

Return on ideas: better results from finance and marketing working together

This report explores ways that finance and marketing can work together to measure the value of marketing activities.

Report Collaboration & partnering Advanced

Rolling Plans and Forecasts

This tool provides examples of the rolling forecast process as well as the benefits and implementation questions.

Tool Planning, forecasting & budgeting Intermediate

Activity-Based Budgeting (ABB)

This tool discusses the process, benefits, and implementation questions for activity based budgeting.

Tool Planning, forecasting & budgeting Intermediate

Scenario and Contingency Planning

Scenario planning provides a structured method to evaluate alternative views of what may happen in the future as an aid to strategic, operational, and financial planning.

Tool Planning, forecasting & budgeting Intermediate

Cash flow modelling

Cash flow modelling is the practice of planning and forecasting the sources and uses of cash. This tool discusses the benefits and implementation questions.

Tool Planning, forecasting & budgeting Intermediate