Overview

PlanGuru University (PGU) is a curriculum created to make you a power user of PlanGuru, while discussing general budgeting, forecasting, and planning concepts in a series of 3 (2 hour) classes with case studies.** It is designed to help businesses develop a comprehensive approach to using financial projections to make better decisions. We will also teach Accountants, Business Consultants, and fractional CFOs how to identify potential client engagements, and how to effectively sell these consulting services profitably to new and existing clients.

Whether you are an existing customer who wants to take your PlanGuru knowledge to another level, or you have just started evaluating the product, PGU is the best place to start your learning process. We start with the basics and gradually build until we have covered nearly every aspect of PlanGuru capabilities. All classes will be recorded and accessible on our website if you cannot attend class*** or you would like to review any portion of it.

For Businesses using PlanGuru internally

Small businesses that have never engaged in a meaningful budgeting/ forecasting/ performance measurement process frequently don’t know where to begin. As we are explaining how to use the product, we will delve into the nuances of these different exercises to help you avoid the pitfalls that are common when building any analysis that will actually drive better decisions.

For Accountants & Advisors helping clients with PlanGuru

Many accountants and business consultants still view budgeting, forecasting, and planning as niche services for a select group of clients. However, this perspective overlooks a significant opportunity within their existing client base. By using PlanGuru, you can shift the cost dynamic, making it profitable to offer budgeting and forecasting services, including monthly reviews, to most of your clients.

• Shift the cost dynamic for profitability
• Find the untapped opportunity in existing client base
• Competitive advantage in client acquisition
• Marketing materials provided to convey concepts to clients

All graduates will receive a diploma and an electronic PGU icon that can be displayed on your website. Seven (7) hours of CPE credit can be issued to any CPA or your international equivalent if your country accepts NASBA credits.

CPE Credits: 7 hours
Cost: FREE
Subject Area: Finance, Management Services, Computer Software & App
Course Level: Intermediate
Instructional Method: Group Internet Based
Advanced Preparation: None

** Case studies can be substituted with real business/ client engagements which will enable you to continue conducting business while earning your certification.

*** See graduation requirements.

Due to this program being offered free of charge, there will be no refunds issued.

For any complaint, or program cancellation related inquiries, please contact us at [email protected] .

PlanGuru is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Schedule & Syllabus

Class Schedule

3 Week May ’24 Course

Tuesday, October 8 at 12pm – 2pm ET
Tuesday, October 15 at 12pm – 2pm ET
Tuesday, October 22 at 12pm – 2pm ET

All Classes will be held via Zoom Webinars. You will receive a link to join the class once you register for the semester

PGU Syllabus

Course Overview & Description:

PGU is delivered to your office via live Zoom Webinar sessions that will enable you to actively participate in the sessions to maximize your learning experience. The goal of PGU is to help you develop a strong understanding of the PlanGuru application and its uses. After the completion of this course, you will be able to identify opportunities to better serve your clients through the use of PlanGuru and the concepts demonstrated here.

Course Requirements:

Attending all 3 (2 hr) classes live is required in order to receive CPE.

Course Schedule:

1.) Class #1

a. About PlanGuru University
b. Industry Overview
c. PlanGuru Partnership Program
d. PlanGuru software: Set-up and Import
e. Case Study: Strategic Planning

2.) Class #2

a. PlanGuru Process
b. Team
c. Pricing and Sales
d. PlanGuru software: Forecasting Methods
e. Case Study: Budgeting and Performance Review

3.) Class #3

a. Marketing these Services
b. PlanGuru software: Consolidations and Reporting
c. Case Study: Budget/ Rolling Forecast

Graduation & Staff

Graduation

In order to graduate, you will be required to attend all three classes and complete case studies. However, it is an open ended engagement, the credits you receive for attending a class or completing a case study will never expire.

Each class will run for 90 minutes, with at least 30 minutes for questions afterwards. Your attendance will be documented by your answers to a series of poll questions that will appear on your screen during the first 90 minutes of each class. You must simply answer 80% of the poll questions to graduate, while attending each class.

New semesters start every 2-3 months. We recommend that you start with Week 1, attend each week until Week 3, do the correct case study each week, and be ready to review your work in class (unless it is a project for a real client). But you have an unlimited time period to take all three classes and complete the required case studies. Students will be allowed to start mid-semester and make up the missed classes by attending classes when they are offered again in the next semester.

If our class schedules simply will not work for you, please contact us and we will work out a game-plan that will meet your needs.

All case studies need to be approved in order to graduate.

Case Studies

These case studies will be assigned as homework to be completed in-between classes. A prepared PlanGuru case study will be provided and briefly explained at the end of each class. Relevant real client data can be substituted in order for you to continue conducting business while earning your certification. Each project will need to meet the varying requirements, so only a relevant client situation will qualify as a substitute for any given case study. In order to graduate, all five (5) case studies (or relevant client projects) must be approved by the PlanGuru Team.

Case Study Submissions

Please see below link to “PlanGuru University – Submitting your Assignments” Knowledge Base post. You must follow each step carefully when you submit your assignments.
https://help.planguru.com/knowledge/planguru-university-submitting-your-assignments

It is highly recommended that you submit each case study one week after its corresponding class session. This will avoid build-up at the end of the program, and furthermore, allow you to work on a case study while concepts are still fresh shortly following the class session.

Staff

Christian Wielage, CEO of PlanGuru, is the Professor of PlanGuru University.

Please contact us if you have any questions at [email protected]