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Profit Plan is an extremely sophisticated and flexible tool. But a bit of training may
be needed to learn how to bend it to your will.
Over the past four years of working with Profit Plan clients, we have found that many
of our users may need a bit of help in one of more of four distinct areas...
- Basic accounting issues
- Basic software usage
- Financial management concepts
- Translating business decisions into financial road maps
Profit Plan both expects and helps build understanding in the first three areas listed
above. With these understood, it is easy to build a financial model that depicts the
historical perspective for a business, illustrates how it has performed within its
industry, and produces a basic strategic plan and operating budget.
The fourth area is more esoteric. Special training may becomes useful and perhaps
necessary for modeling the more complex business scenarios and operating environments.
We are developing plans to cover these four areas in two special seminars. You can help
us with the timing and location of these courses by selecting from the choices below. In
mid-April we will contact you with the resulting final selection list, provide the
final course syllabus and open formal class registration.
Profit Plan Training Courses
Profit Plan 101 - Introduction to Profit Planning ($280)*
This non-trivial course will revisit the Profit Plan Tutorial in depth, with focus on
key areas that may differ within your own firm. Using it as a vehicle, we will cover
account basics as they apply to Profit Plan, how to accomplish common software tasks from
within Profit Plan, and how to build a functioning model of your firm. This two-day
seminar will include the basics of using the Assumption Designer, the Graphic Analyzer and
linkage rules for coordinating your strategic plans and operating budgets. Finally, it
will review how to validate your forecasts as well as manage and update your budgets
throughout the year.
Profit Plan 201 - Advanced Profit Planning ($320)*
This is only for those who have successfully completed the Profit Plan Tutorial and
have completed at least a historical model for your own firm, or will have recently
attended the Introduction to Profit Planning seminar listed above.
This two-day follow-on seminar will delve into the following more esoteric issues:
 | Advanced Loan Schedules |
| Using the Amortization/ Depreciation Module |
| Deriving Variable Costs |
| Understanding Trend Lines |
| Applied Ratio Analysis |
| Evaluating Projects |
| Using Built-in Math Functions |
* Pre-registration Pricing: Assume 20% increase for in-seminar registration.
Full 4-day seminar is discounted to $500 with pre-registration.
* Tuition only. Meals, lodging and transportation excluded.
* Current edition of Profit Plan v2001 required.
* Bring your own laptop, if desired. Classroom lab computers will be available.
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