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Corporate Planning, Budgeting, and Forecasting

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Corporate Planning, Budgeting, and Forecasting

4 Credits


Subject Area


Webinar Qualifies For

4 CPE credit of Finance for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPD credit (Verifiable) for Canadian CPAs

4 CPD credit (Verifiable) of Financial Forecasting for all ABV (AICPA)

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Planning, Budgeting, and Forecasting are crucial components of a company’s performance management and key responsibilities of your executive finance department. These processes are generally combined into one, in which each component represents a step towards a successful financial strategy. You will need to create an insightful financial plan to establish accessible, company-befitting short-term, and long-term goals.  

This webinar provide a comprehensive view of the corporate planning and budgeting process - from the strategic plan to the operating budget. Emphasis is especially laid on key elements of successful strategic plans, flexible budgeting, identification of investment opportunities, budgeting best practices, and techniques to improve the quality of forecasts. The content covered in this course provides a pathway to developing your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics. 

Key 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

Learning Objectives

  • Explore how strategic planning determines the path an organization chooses for its long-term goals.
  • Identify the appropriate time frame and the characteristics of successful strategic plans.
  • Explore Michael Porter’s 5 forces model.
  • Explore Michael Porter’s generic strategies of cost leadership, differentiation and focus.
  • Identify the internal and external factors that should be analyzed during a SWOT analysis, how the analysis leads to recognition of organizational opportunities, limitations, and threats.
  • Explore and develop an understanding of the following tools: Situational analysis, competitive analysis, PEST analysis, scenario planning, contingency planning, and the BCG Growth-Share matrix
  • Identify the role of executive management in the budget process.
  • Explore and develop an understanding of how management uses budgets to motivate, control, communicate, and influence.
  • Identify best practices in the budget process.
  • Explore an overview of business forecasting and statistical forecasting.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Young CPA