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Corporate Planning, Budgeting, and Forecasting

  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CIPM

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

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

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


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.

Recommended For

  • This CPE Event will be very insightful for any Accounting & Finance Professional Involve in Business Financial Planning, Funding, Budgeting, Forecasting etc.
  • This online CPE webinar is recommended for US CPAs, CFAs, CVAs, ABVs, business or firm owners, managers, practicing professionals, CFOs, COOs, and Top management personnel.
  • This CPD course is recommended for Canadian CPAs who desires to improve their knowledge on planning, budgeting and forecasting for corporates.

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

Course Qualification

Webinar Qualifies For

  • 4 PL Credit for Chartered Financial Analyst (CFA)
  • 4 CPE Credit for Certified Valuation Analyst (CVA)
  • 4 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 4 CPE Credit for Certified Management Accountants (CMA)
  • 4 PL Credit for Certificate in Investment Performance Measurement
  • 4 CPD Credit of Financial Forecasting for Accredited in Business Valuation (ABV)
  • 4 CPD Credit for Chartered Professional Accountant (CPA Canada)

Presenter

About Presenter

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.

About Company

CPE University, LLC

www.thecpeuniversity.com

Building a career is challenging, with many factors seeming to be out of your control. Making an investment in yourself through professional certifications and continuing education separates you from everyone else. CPE University's programs are designed to help you develop new skills, differentiate yourself, and “Achieve Your Strategic Advantage”.

For over 15 years we have leveraged deep subject matter expertise and cutting-edge online course delivery to provide in-depth programs for a reasonable investment. Let CPE University help you “Achieve Your Strategic Advantage”.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

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Corporate Planning, Budgeting, and Forecasting

$40

4 Credits

Subject Area

Finance

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