Prospective financial statements

4.5 (205)

Brad Muniz

Sobel & Co LLC

Tuesday, December 22, 2020 | 12:00 PM EST

  • CPA
  • CMA
  • CPA(Canada)

Credits: 1 CPE

FREE

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Jan 28, 2021 | 04:00 PM EST Register

Course Description

As an advanced finance function, forecasts and projections play a crucial role. It provides the CXOs on selecting the hypothesis relevant for the situation. However, there can be numerous reasons to prepare a prospective financial statements in forecasts or projections. 

This webinar deals with the basis aspects taken into account while preparing a forecast or projection on prospective financial statements. The key points covered in the webinar are as follows:

  • Key scenarios when a forecast or projection of financial statements may be required
  • Recognizing the users and their purpose 
  • Understanding the periodicity of such webinar
  • Reviewing sample disclosures
  • Various reporting on prospective financials

This webinar will be a value-packed session for the CPAs, Accounting, and Finance professionals.  

Learning Objectives

  • To recognize when professional should issue a forecast or a projection
  • To identify the most common uses/users and their requirements
  • To recognize the number of periods to present
  • To review sample disclosures
  • To identify the different reporting on prospective financials

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.5

(205)
55%
38%
7%
0%
0%

DG

Great job!

RH

Great introduction to the importance of pro forma and prospective financial statements.

JM

Excellent.

MA

Informative and useful information. thanks

BS

Informative

MB

Well presented