Year-End Financial Planning & Budgeting for SMEs - Wednesday 19th November 2025

Venue:
Online
 
Date:
19/11/2025
 
Time:
09:30 - 12:30
 
Category:
Management Development
 

This workshop supports SMEs and owner/managers in taking a proactive, strategic approach to financial planning as they prepare for year-end and set goals for the year ahead. It demystifies the budgeting process, showing how it can be used not just for controlling costs but also as a powerful tool to drive financial success, assess performance, and support informed decision-making.

This event is no longer available
 

19th November

Course Outline:

Don't miss this opportunity to transform your financial strategy and future-proof your business.

This workshop is designed to empower SMEs and owner/managers with essential financial planning skills, enabling them to take a proactive, strategic approach as they prepare for year-end and set ambitious goals for the upcoming year. By demystifying the budgeting process, this workshop reveals how it can be leveraged not only for cost control but also as a powerful tool for driving financial success, evaluating performance, and making informed decisions.

Participants will leave with practical knowledge of budgeting, forecasting, and financial planning principles that can be immediately applied to enhance their business finances and confidently plan for 2026.

 Programme Objectives – participants will:

  • Gain clarity on how to use budgeted profit and loss accounts and variance analysis for planning and review
  • Understand the relationship between cash flow, pricing strategy, and financial performance
  • Explore methods of forecasting, including structure, format, and key variables
  • Learn how to collect and use relevant data to inform budget creation and revision
  • Analyse past financial data to identify trends and set realistic projections
  • Develop practical strategies for managing costs and pricing effectively
  • Understand how to budget and plan for sustainable profitability and growth

The programme will concentrate on:

  • Identifying Year-End Business Risks and Financial Priorities
  • Sensible Risk Management in Budgeting
  • First Principles of Financial Planning and Budgeting
  • Budgeted Profit and Loss Accounts & Variance Analysis
  • Forecasting Techniques for Year-End and the Year Ahead
  • Determining, Revising and Aligning Budgets to Business Strategy
  • Cost Management and Efficiency Planning
  • Cash Flow Management: Planning for Peaks and Gaps
  • Pricing Strategy and Profitability

 

Delivery Method

This online workshop will be delivered via Zoom. Click the link below to see how to use Zoom.

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