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.

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

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

Designed For

CFOs, controllers, and finance professionals

Prerequisites

None

Preparation

None

Notice

You will receive an email from Surgent’s office with instructions to access this product. Note: This self-study product is a webcast with a test.