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 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

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

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

How to Use Technology to Scale your CPA Firm

Sep 21, 2021 | 01:00 PM EDT View Details

QBO: Banking Feed and Reconciling - Make Rules & Automate

Sep 21, 2021 | 01:30 PM EDT View Details

Tips On Engaging Employees In The Midst Of Crisis

Sep 21, 2021 | 01:30 PM EDT View Details

Report Writing Techniques for Audit Professionals

Sep 21, 2021 | 01:30 PM EDT View Details

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization

Sep 21, 2021 | 02:00 PM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

Sep 21, 2021 | 02:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

Sep 21, 2021 | 02:30 PM EDT View Details

How to Make it Easy for Clients to Work with Your Accounting Firm

Sep 21, 2021 | 03:00 PM EDT View Details

Demystifying the Magic of Deferred Taxes

Sep 21, 2021 | 03:00 PM EDT View Details

Products and Services Subject to Sales Tax

Sep 21, 2021 | 03:30 PM EDT View Details

Auditing for Corruption

Sep 21, 2021 | 03:30 PM EDT View Details

Excel’s Data Validation Tools - keep out bad data from the start

Sep 21, 2021 | 03:30 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

Sep 22, 2021 | 09:00 AM EDT View Details

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

Sep 22, 2021 | 09:00 AM EDT View Details

Updates to Significant GAAP Topics

Sep 22, 2021 | 09:30 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 accessibly, company-befitting short-term, and long-term goals.  

This online Finance CPE course provides 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 develop your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics. 

This online CPE webinar covers the following 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

This online CPE webinar for CPAs and Finance Professionals will be very insightful for CEOs, CFOs, and Other Top Management Personnel.

Access online CPE courses on:

CPE PACKAGE FOR CMAs 

CPE PACKAGE FOR ABVs

CPE PACKAGE FOR CVAs


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?

  • Accounting Managers
  • Accounts Director
  • CEO
  • Certified Management Accountant
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Financial Planner
  • VP Finance
  • Young CPA

Testimonial

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