Effective Budget Planning – Applying AI In Planning

PROGRAM INTRODUCTION 

Revenue and profit do not guarantee that a business will always have sufficient funds to operate. When capital is tied up in receivables, inventory, or investments, payment obligations still fall due. A promising business plan can still be disrupted if it lacks a viable financial plan.

Budgeting is the foundation for quantifying business objectives, allocating resources, and assessing the ability to meet capital requirements. A robust financial plan helps businesses forecast cash needs, control expenditures, and proactively secure financing options, thereby minimizing the risk of cash flow shortages during implementation.

Understanding these challenges, Russell Bedford KTC, in collaboration with APT Research & Training Institute, organizes the course “EFFECTIVE BUDGET PLANNING – APPLYING AI IN PLANNING”.

The course combines foundational budget planning concepts with practical exercises, helping participants understand the methodologies, implement them through real-world examples, and analyze the reasonableness of a budget before execution.

COURSE OBJECTIVES 

• Understand what a budget is and why budget planning is essential.
• Master common methodologies for budget planning and key considerations during the budgeting process.
• Practice with real-world examples for practical application in the workplace.
• Analyze and evaluate the reasonableness of the budget.

LEARNING FORMAT

Online learning via Zoom using a Live Interactive model. Participants interact directly with instructors via microphone, chat, and screen sharing; and practice budgeting on the program’s exercise files.

• Prompt Library: A comprehensive set of Prompts designed to assist with budgeting tasks.

TRAINERS

MR. LE ANH THUY (FCCA, CPA)

Chief Financial Officer – Far East Foam Vietnam Group

• Over 20 years of experience in Finance and Accounting within manufacturing enterprises and multinational environments.
• Former Cost Accountant at Nghi Son Cement; 8 years as Chief Accountant at Vietnam Float Glass (VFG) Company. Former CFO of Spartronics Vietnam.
• Currently the CFO of Far East Foam in Vietnam.
• Member of FCCA (Association of Chartered Certified Accountants, UK) and holds the CPA Vietnam certificate.
• Extensive practical experience in cash flow management, working capital, cost control, and corporate financial planning.

MR. VO TUAN ANH (CPA VIETNAM, MA)

Senior Manager – Audit & Advisory Services, Russell Bedford KTC

• Over 18 years of experience in Audit and Advisory Services at audit firms such as BDO and PKF.
• Participated in numerous audit, review, and advisory projects for domestic and foreign SMEs.
• Master of Accounting – Ho Chi Minh City University of Technology.
• Holds the Tax Agent Certificate issued by the Ministry of Finance of Vietnam and is a practicing Certified Public Accountant (CPA) in Vietnam.
• Experienced in data analysis, financial review, and corporate advisory.

TARGET AUDIENCE

• Business Owners, CEOs, and Managing Directors who need to establish financial plans, allocate resources, and control cash flows.
• CFOs, Chief Accountants, Financial Controllers, FP&A professionals, and finance/accounting personnel involved in budgeting.
• Heads of Sales, Production, Purchasing, and HR departments who are responsible for planning and utilizing budgets.

Register to attend or contact APT for program consultation and preferential policies.