Corporate Planning, Budgeting, and Forecasting

5 (1)

Thomas Coghlan, MBA

CPE University, LLC

Wednesday, February 24, 2021 | 09:00 AM EST

  • ABV
  • CPA Canada
  • CMA
  • CPA
  • CFE

4 CPE | 4 CPD

$40

Subject Area

Finance

Webinar Qualifies For

4 CPE credit of Finance for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPE credit for Certified Fraud Examiners (CFEs)

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

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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.

Who Should Attend?

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

Testimonial

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