Pro Forma Techniques for Accurate Financial Forecasting 2 Credits
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Unlock the potential of forward-looking financial statements with our immersive webinar, "Building Pro-Forma Financial Statements and Required Adjustments." In this comprehensive course, we dive deep into the significance and methodologies behind pro forma financial statements. Learn to craft these statements as strategic tools to anticipate and plan for your organization’s financial future.
Our CPE Accounting course focuses on understanding the essence of pro forma statements and the crucial role they play in forward-looking financial analysis. Explore various adjustments necessary to refine these statements, including handling non-recurring expenses, accommodating shifts in accounting principles, and incorporating forward-looking modifications. These adjustments are pivotal in enhancing the precision and strategic relevance of pro forma statements.
The webinar isn’t just theoretical; it’s hands-on and practical. Delve into exercises and real-world case studies that allow you to apply your learning effectively. Gain the practical skills needed to construct and tailor pro forma financial statements according to your organization’s unique strategic objectives, ensuring you're equipped to use these statements as robust decision-making tools.
Key Highlights:
Join Gregory Holzel on this enriching journey aimed at bolstering your proficiency in crafting and manipulating pro forma financial statements. By the end, you'll be empowered to navigate and utilize these statements as indispensable instruments for strategic financial planning and informed decision-making.
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Financial Reporting for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Internal Audit Practitioner (IAP) | 2 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 2 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Qualification in Internal Audit Leadership (QIAL) | 2 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| 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 |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Financial Reporting for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Internal Audit Practitioner (IAP) | 2 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 2 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Qualification in Internal Audit Leadership (QIAL) | 2 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| 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 |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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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.
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.
WF
Good class - relevant and presented well. This instructor has done several of the classes I've attended recently and all very good.
DN
This is a great course. The material and case studies were comprehensive and contributed to better understanding of the topic.
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