Surgent's Capital Planning in Light of COVID-19

Overview

Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn’t work with the rapid change that was required. This program will take a look at capital planning in light of what we have learned from COVID-19, and specifically apply it to the small businesses needing to view capital planning in a new way.

Highlights

• Formal and informal capital planning systems
• Capital expenditure and nimbleness
• Why a low average cost is not necessarily the best measurement
• Looking at capital expenditure in light of bank requirements
• Exempting certain assets from the need for analysis
• Exploring the best way of project and capital analysis

Prerequisites

None

Designed For

CFOs, controllers, and finance professionals

Objectives

• Understand how to set up a formal capital expenditure system without a lot of bureaucracy
• Understand the relationship between the capital expenditure system and nimbleness
• Recognize how to take the politics out of capital purchases
• Recognize how to increase the productivity of the organization through a good system
• Understand how to audit past capital decisions

Preparation

None

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.