Corporate Planning, Budgeting, And Forecasting

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Corporate Planning, Budgeting, and Forecasting

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.

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 Online CPE webinar provides a pathway to develop your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics.

This online CPE/CPD 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

Webinar Qualifies For

4 CPE Credit of Finance for Certified Public Accountants (CPA-US)
4 General Credit for Accountant/Bookkeeper/Tax Professionals
4 CPD Credit for CPA in Canada
4 CPE Credit for Certified Management Accountants (CMA)
4 CPE Credit for Certified Valuation Analyst (CVA)
4 CPD Credit for Accredited in Business Valuation (ABV)
4 CPE Credit of Budgeting for Chartered Global Management Accountants (CGMA)
4 PL Credit for Chartered Financial Analyst (CFA)
4 CE Credit of Cash Flow Forecasting for Certified Treasury Professional (CTP)
4 CE Credit for Certified Wealth Strategist (CWS)
4 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
4 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
4 PL Credit for CIPM

About Instructor

Thomas Coghlan

Founder & CEO, CPE University, LLC

He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences...

Entrepreneur:

Founder and CEO of two successful businesses: Appitur® Co. (EdTech) and CPE University (training for accountants).
Advisor and investor for startups in food services, online retail, and technology.

Business Leadership:

Progressively responsible roles for multi-national firms in the manufacturing and software industries (Controller -> CFO and IT Director -> VP of Client Services).

Technology:

Business Fellow for the Analytics Center of Excellence at Villanova University School of Business.
Sold and delivered over $4 million of successful consulting projects.

Education:

Developed and delivered over 1,300 hours of live Continuing Professional Education (CPE) for financial professionals.
Created and taught undergrad and MBA courses in accounting and analytics for a top US university.

Additional Information

Duration

4 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

Excellent

Very Good

Average

Poor

Terrible

Scott Labrec, Masters (Accountancy)

This was an excellent certification, great refresher, excellent presenters

Ishwor Adhikari, CFE, CPA (US), CGMA

It would be helpful to have some sample work, or i.e. excel/and excel downloadable template to display what different types of budget look like.

Jeffrey Kirsch, CPA (US)

The course was very good for an overview.

ATT

Aileen Tiu Tong, CPA (US)

good topics

Ganelle Ganelle@comcast.net, CPA (US)

Make sure you take the quiz soon after completing the video because the course material will not help you much on the quiz :(

4 Credits

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Subject Area

Finance

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Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Thomas Coghlan

Other Details

Additional Information

4 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Scott Labrec, Masters (Accountancy)

Ishwor Adhikari, CFE, CPA (US), CGMA

Jeffrey Kirsch, CPA (US)

Aileen Tiu Tong, CPA (US)

Ganelle Ganelle@comcast.net, CPA (US)

Subject Area

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