Strategic Financial Planning: Mastering the Sources and Uses Table 2 Credits
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Gain a deep understanding of the essential techniques and processes involved in creating a meticulous and comprehensive Sources and Uses table. Learn to identify and categorize various sources and applications of funds effectively, ensuring accuracy and relevance to your organization's financial landscape.
Explore a wealth of valuable insights as we delve into best practices that go beyond the surface, unveiling the intricacies of constructing a Sources and Uses table. This course is not only geared towards unraveling the intricacies but also towards proactively addressing prevalent challenges and avoiding common pitfalls, thereby elevating the overall clarity and effectiveness of your financial planning tools.
In this CPE Course, navigate through fundamental concepts with a keen awareness of their pivotal role in the grand scheme of facilitating coherent and actionable financial analysis and planning frameworks. By grasping these foundational principles, you not only comprehend the mechanics of constructing a Sources and Uses table but also gain a nuanced understanding of how it functions as a linchpin in the broader context of driving strategic decision-making within your organizational landscape. This course ensures that you not only learn how to build the table but also appreciate its strategic significance in steering your organization toward financial success.
Major topics:
Join this CPE Finance webinar and explore the art of strategic financial planning in this enlightening two-hour presentation, with a focus on mastering the Sources and Uses table.
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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.
HW
Very good class. I would like some more in-depth table-building examples using Excel, as well. Also, I found the text with white font and black background less visually appealing than having black font for the slides.
KS
Good content and really enjoyed the case studies as real life examples.
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