myCPE
myCPE

The Controller's Role in Financial Forecasting 2 Credits

Jan 10, 2025, 01:00 PM ET

The Controller's Role in Financial Forecasting 2 Credits

Controllership Series

  • Rating

    4.6
  • Reviewed on

    February, 2024
  • Subject Area

    Accounting

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 10, 2025, 01:00 PM ET

Learning Objective

  • To define financial forecasting.
  • To discuss types of financial forecasting.
  • To analyze quantitative steps to creating a pro forma statement.
    • Pro forma forecasting using percent of sales.
    • Forecasting using straight lines and moving averages.
  • To explain qualitative steps: Financial forecasting using linear regression, and the Delphi method.

Course Overview

Looking to advance your career in financial forecasting and control? Our Controllership Series offers the perfect opportunity to gain essential skills and insights to excel in the ever-changing landscape of corporate finance.

In this CPE course, you will learn about the critical role of financial forecasting in strategic business planning and the various high-tech tools that are revolutionizing the field. Led by renowned expert Lynn Fountain, this webinar is designed to help you stay ahead of the curve by understanding how the responsibilities and competencies of the Financial Controller position are evolving.

With a focus on the most prevalent forecasting methods and relative techniques, you will gain valuable knowledge and practical skills that will help you maximize performance and succeed in your role as a Controller. Whether you are just starting or looking to enhance your expertise, this CPE Accounting Webinar is a must-attend for anyone looking to advance their career in financial forecasting and control.

Major topics included: 

  • What is financial forecasting
  • Types of financial forecasting
  • Forecasting with pro forma statement
  • Quantitative methods
  • Straight line and moving average
  • Linear regression
  • Delphi Method

Don't miss out on this exciting opportunity to join our Controllership Series and take your career to the next level. Register now and start your journey toward success!

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

Advance Your Career with Lynn Fountain's CE/CPE/CPD Webinars
Lynn Fountain , CRMA

Owner, Lynn Fountain Consulting and Training

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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.  

  • Raise the Red Flag – The Internal Auditors Guide to Fraud Evaluations”.
  • Leading the Internal Audit Function
  • Ethics and the Internal Auditor’s Dilemma

Ms. Fountain obtained her BSBA from Pittsburg State University and her MBA from Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials. 


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

AB

Anantharamakrishnan Balakrishnan, EA
5

Financial Forecasting is very important to learn for Controllers to do the Sales Forecasting, Income Forecasting, Cash Flow Forecasting and Balance Sheet Forecasting with the techniques of Quantitative and Qualitative methods for Forecasting. These forecasting can be done for a Short Term period since due to lots of changes due to unforeseen circumstances. This webinar is very helpful in understanding the types of forecasting and the methods of forecasting. Also the Handout material is useful and can be used as a reference material for future use

DR

Desmond Rodrigues, CPA in Canada
5

I found trhis Seminar very practical providing and explaining ( also cautioning their use) in Developing The Business Forcast. Thanks Lynn

Recommended Courses

How to Double Your Firm’s Revenue Through Advisory Services

Jan 06, 11:30 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
The Controller's Role in Financial Forecasting

Jan 10, 01:00 PM ET

  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
The Controller’s Role in Procurement

Jan 13, 10:00 AM ET

  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
The Controller's Role in Pro Forma Financials

Jan 16, 11:00 AM ET

  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
The Controller's Role in Cash Flow, and Forecasting During Uncertain Times

Jan 27, 03:30 PM ET

  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Lillian purchased a subscription.
Subscribed
Merinda purchased a subscription.
Subscribed
Jodi purchased a subscription.
Subscribed
SACHIN purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Monica purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
meghana purchased a subscription.
Subscribed
Nicola purchased a subscription.
Subscribed
Lesli purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Angelia purchased a subscription.
Subscribed
Edmund purchased a subscription.
Subscribed
Florah purchased a subscription.
Subscribed
Laveria purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Erica purchased a subscription.
Subscribed
Taryn purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Brad purchased a subscription.
Subscribed
Marilyn purchased a subscription.
Subscribed
Juanita purchased a subscription.
Subscribed
LUIS purchased a subscription.
Subscribed
Lance purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Shannon purchased a subscription.
Subscribed
Ketan purchased a subscription.
Subscribed
Shay purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Emeka purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Jon purchased a subscription.
Subscribed
Arif purchased a subscription.
Subscribed
Ronald purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Joni purchased a subscription.
Subscribed
QUNYAN purchased a subscription.
Subscribed
Fahad purchased a subscription.
Subscribed
Dooseok purchased a subscription.
Subscribed
Jeremy purchased a subscription.
Subscribed
SARAH purchased a subscription.
Subscribed
kami purchased a subscription.
Subscribed
Lori purchased a subscription.
Subscribed
Rasheea purchased a subscription.
Subscribed
Kara purchased a subscription.
Subscribed
Wang purchased a subscription.
Subscribed
SHANNON purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
DIANNE purchased a subscription.
Subscribed
RICKY purchased a subscription.
Subscribed
Louis purchased a subscription.
Subscribed
Dustin purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
TAU purchased a subscription.
Subscribed
Patti purchased a subscription.
Subscribed
Kayla purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Dmitry purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Sabrina purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Wade purchased a subscription.
Subscribed
CHIN CHIN purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Marjorie purchased a subscription.
Subscribed
Brianne purchased a subscription.
Subscribed
AJITH purchased a subscription.
Subscribed
Paige purchased a subscription.
Subscribed
Larisa purchased a subscription.
Subscribed
Jill purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Ana purchased a subscription.
Subscribed
Hayley purchased a subscription.
Subscribed
scott purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Tracee purchased a subscription.
Subscribed
Keith purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Maria C purchased a subscription.
Subscribed
Seher purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
Carolina purchased a subscription.
Subscribed
Howard P purchased a subscription.
Subscribed
Autumn purchased a subscription.
Subscribed
MEI-LYN purchased a subscription.
Subscribed
Jhanet purchased a subscription.
Subscribed
Aneeka purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Prasoon purchased a subscription.
Subscribed
Arturo purchased a subscription.
Subscribed
Vesna purchased a subscription.
Subscribed
Tina purchased a subscription.
Subscribed
Radoslav purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
DAWN purchased a subscription.