myCPE
myCPE

Corporate Planning, Budgeting, And Forecasting 4.5 Credits

Jan 06, 2022, 09:00 AM ET

Corporate Planning, Budgeting, And Forecasting 4.5 Credits

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  • 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 06, 2022, 09:00 AM ET

Learning Objective

  • To explore how strategic planning determines the path an organization chooses for its long-term goals.
  • To identify the appropriate time frame and the characteristics of successful strategic plans.
  • To explore various models and how to use them for strategic planning.
  • To explore and develop an understanding of how management uses budgets to motivate, control, communicate, and influence.
  • To explore topics in detail for business forecasting and statistical forecasting including learning curve analysis, standards in budgeting, and pro forma financial statements.

Course Overview

To survive and thrive in an ever-changing, hyper-competitive global marketplace, financial managers must go far beyond traditional business concepts. Today they must understand the new dynamics and inter-relationship of forecasting, budgeting, and business performance that can determine their organization’s future success or failure. Organizations spend huge amounts of money and effort at planning, forecasting, and budgeting to ensure successful results. However, it is often observed that the three disciplines are separated and not connected. The lack of uniform accountability and synergy in their action is more than visible and affect the organization.

In this webinar, you will have a chance to explore corporate planning budgeting and forecasting from its very basis. The webinar will cover the following topics:

  • Strategic Planning 
  • Strategic Planning Tools and Techniques 
  • Budgeting Concepts
  • Correlation and Regression 
  • The Learning Curve
  • Budget Methodologies
  • The Operating Budget 
  • Capital Expenditure and Cash Budgets
  • Top Level Planning and Analysis

The webinar will be the pathway to developing your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics.

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
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
CPA - Ireland 4.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
CPA - Ireland 4.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
CPA - Ireland 4.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4 CPE Approved
CPA in Canada 4 CPD Eligible
Certified Management Accountants (CMA) 4 CPE Eligible
Accredited in Business Valuation (ABV) 4 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4 CPE Eligible
Chartered Financial Analyst (CFA) 4 PL Eligible
Certified Wealth Strategist (CWS) 4 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4 CE Eligible
Certified Valuation Analyst (CVA) 4 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4 CE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4 CPE Eligible
CIPM 4 PL Eligible

Additional Information

Credits

4.5

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.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

About Instructor

Excel in Your Accounting Career with Thomas Coghlan's Webinars
Thomas Coghlan

Founder & CEO, CPE University, LLC

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  • rating
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He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences...

Entrepreneur:

  • Founder and CEO of two successful businesses: Appitur® Co. (EdTech) and CPE University (training for accountants).
  • Advisor and investor for startups in food services, online retail, and technology.

Business Leadership:

  • Progressively responsible roles for multi-national firms in the manufacturing and software industries (Controller -> CFO and IT Director -> VP of Client Services).

Technology:

  • Business Fellow for the Analytics Center of Excellence at Villanova University School of Business.
  • Sold and delivered over $4 million of successful consulting projects.

Education:

  • Developed and delivered over 1,300 hours of live Continuing Professional Education (CPE) for financial professionals.
  • Created and taught undergrad and MBA courses in accounting and analytics for a top US university.


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

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KR

Katelyn Rahey, CPA in Canada
5

I am a finance and accounting professional and thought this course was an excellent walk through of quite a number of theoretical strategies. I think a longer more in depth course, with more practical examples or images of samples / scenarios would be more interesting and have more valuable learning for someone with 15 years of experience. But this was a good high level refresher course.

SL

Scott Labrec, Masters (Accountancy)
5

This was an excellent certification, great refresher, excellent presenters

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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.

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    Connect with like-minded professionals on Teams.

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