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How to survive budgeting season with collaborative FP&A

  • CPA/ABV
  • CPA (CA)
  • CMA
  • CVA
  • CFA
  • CIPM
How to survive budgeting season with collaborative FP&A

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

1 PL credit for Chartered Financial Analyst (CFAs)

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

1 CPD credit (Verifiable) for CPA/ABV

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Budgets are the vehicle for allocating resources and measuring the success of selected strategies. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer-term; demonstrating the lack of this necessary linkage.

Budgeting is a frustrating, time-consuming task. 

When it comes to using spreadsheets, financial managers waste as much as 18 hours a month manually updating, revising, consolidating, modifying, and correcting them. And despite the flexibility of spreadsheets, they are error-prone and not designed for multiple stakeholders to work on at the same time.

After all the time and effort spent, how accurate is the result?

Watch this CPE webinar to find out how Finance leaders are generating more accurate, impactful budgets and forecasts that are easy to share with, and be updated by, numerous business partners.

In this CPE webinar, you’ll learn new ways to: 

  • Improve the accuracy of your budgets and easily compare the forecast to actual.
  • Include business partners in the budgeting process without creating formula errors.
  • Forecast and plan for the year ahead when last year’s data is missing or inconsistent.

Learning Objectives

  • To explain ways to increase reporting accuracy and collaborate more efficiently with multiple contributors during the financial planning and analysis process.
  • To explain how modernizing the budgeting process will result in being more efficient and gaining better insights
  • To demonstrate the need to move away from error-prone and static spreadsheets and adopt a more intuitive solution
  • To demonstrate how the finance team can make strategic business decisions based on data using visual modeling and dashboarding.
  • To discuss what to look for when evaluating an FP&A tool.

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA