The Controller's Role in Financial Forecasting, and Pro-forma Financials 3.5 Credits
The Controllership Series
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Are you ready to gain a comprehensive understanding of pro forma statements and their pivotal role in financial planning, control, and reporting?
Join this part one of the Controllership Series, a transformative learning experience designed to equip you with the knowledge and skills necessary to harness the power of pro forma financial statements.
Pro forma statements are not just a matter of form; they are essential tools used by businesses to make informed decisions, provide external reporting to stakeholders, and analyze various scenarios based on financial assumptions. This course will guide us through the intricacies of creating pro forma statements, enabling you to confidently predict the future performance of your company and make strategic financial decisions.
In this CPE Accounting webinar, we will delve into the critical role of financial forecasting in strategic business planning and introduce you to cutting-edge tools revolutionizing the field. As the responsibilities and competencies of the Financial Controller position evolve, this series will ensure to stay ahead of the curve, honing skills in financial forecasting and control.
Throughout the course, we will explore the most prevalent forecasting methods and relative techniques, providing you with practical skills and knowledge to maximize performance in your role as a Controller.
Major Topics Covered:
Whether you are starting your journey or seeking to enhance your expertise, this webinar is a must-attend for anyone looking to advance their career in financial forecasting and control.
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3.5 CPE | Approved |
| Accounting for CPA in Canada | 3.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 3.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 3.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 3.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 3.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 3.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 3.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 3.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 3.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 3.5 CPD | Eligible |
| Accounting for CIPM | 3.5 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 3.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 3.5 CPD | Eligible |
| Chartered Accountants - Scotland | 3.5 CPD | Eligible |
| CPA - Ireland | 3.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3.5 CPE | Approved |
| Accounting for CPA in Canada | 3.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 3.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 3.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 3.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 3.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 3.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 3.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 3.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 3.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 3.5 CPD | Eligible |
| Accounting for CIPM | 3.5 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 3.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 3.5 CPD | Eligible |
| Chartered Accountants - Scotland | 3.5 CPD | Eligible |
| CPA - Ireland | 3.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3.5 CPE | Approved |
| Accounting for CPA in Canada | 3.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 3.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 3.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 3.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 3.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 3.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 3.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 3.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 3.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 3.5 CPD | Eligible |
| Accounting for CIPM | 3.5 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 3.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 3.5 CPD | Eligible |
| Chartered Accountants - Scotland | 3.5 CPD | Eligible |
| CPA - Ireland | 3.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Accounting for CPA in Canada | 3 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 3 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 3 CPE | Eligible |
| Financial Reporting for Accredited in Business Valuation (ABV) | 3 CPD | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 3 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 3 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 3 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 3 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3 CPD | Eligible |
| Chartered Accountant - ICAEW | 3 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 3 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 3 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 3 CPD | Eligible |
| Accounting for CIPM | 3 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 3 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 3 CPD | Eligible |
| Chartered Accountants - Scotland | 3 CPD | Eligible |
| CPA - Ireland | 3 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance. Lynn has held two Chief Audit Executive (CAE) positions for international companies. In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees. The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.
Ms. Fountain is currently engaged in her own consulting and training practice. She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit. She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training. She is the author of three separate technical books.
Ms.
Fountain obtained her BSBA from Pittsburg State University and her MBA from
Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DR
This was an exceptional Seminar. It prompted me to start now a Qusrterly Proforma Reporting..for our Oganisation!!! Thx Lynn!
JW
Good presentation. I really enjoyed the way the information is dissected and presented/
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