Driver-based Budgeting and Rolling Financial Forecasts 2 Credits
Learning mode
This Finance Webinar presents a dramatic approach to resource planning and budgeting. Activity-based budgeting assists in rationalizing what levels of resources are needed to fulfill the future demands of the business. The annual year-end budgeting process has become a fixed contract that managers strive for rather than react to changes not assumed when the budget was created. Therefore the annual budgeting process is often criticized as a fiscal exercise done by the accountants that become obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending.
You can resolve these deficiencies using capacity-sensitive driver-based expense projections.
Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to be rolling financial forecasts extending beyond the fiscal year-end. By applying this, the secondary purposes for budgeting like cash flow projections for the treasury function can be achieved by implementing modeling techniques performed by business analysts.
This Online CPE Webinar covers the following key topics:
In this webinar, internationally recognized author and expert speaker Gary Cokins explore how managerial accounting can become managerial economics.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Financial Analysis for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Budgeting for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Financial Risk Manager (FRM) | 2 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Finance for CIPM | 2 PL | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
Credits
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Pre-requisites
Advance Preparation
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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.
Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager.
In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software.
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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.
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DT
our organization needs to move to rolling financial forecasts so this was very helpful
LG
Gary is an awesome presenter. Great material. Great examples. Fantastic energy.
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