CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Corporate Planning, Budgeting, and Forecasting

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

4 Credits

$40

Subject Area

Finance

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 CPE credit for Certified Fraud Examiners (CFEs)

4 CPD credit (Verifiable) for CPA/ABV

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Why Client Experience Matters in Every Accounting Firm

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Oct 19, 2021 | 03:00 PM EDT View Details

Forensic Accounting: Fraud Investigation Engagements

Oct 19, 2021 | 03:00 PM EDT View Details

Sales Tax Liabilities Of Manufacturers And Other Service Providers

(173)

Oct 19, 2021 | 04:00 PM EDT View Details

President Biden's Tax Proposals: A First Look At The Pending Storm

(202)

Oct 19, 2021 | 04:00 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

(13)

Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

(119)

Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?

(1)

Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

(6)

Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

(5)

Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

(21)

Oct 20, 2021 | 10:00 AM EDT View Details

SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

(206)

Oct 20, 2021 | 10:00 AM EDT View Details

Building the Best Employee Handbook

(76)

Oct 20, 2021 | 10:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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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. 

This online CPE webinar for CPAs covered 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

  • To explore how strategic planning determines the path an organization chooses for its long-term goals.
  • To identify the appropriate time frame and the characteristics of successful strategic plans.
  • To explore Michael Porter’s 5 forces model.
  • To explore Michael Porter’s generic strategies of cost leadership, differentiation and focus.
  • To 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?

  • 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

Testimonial

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