As an advanced finance function, forecasts and projections play a crucial role. It provides the CFOs with selecting the hypothesis relevant to the situation. However, there can be numerous reasons to prepare prospective financial statements in forecasts or projections.
This CPE Webinar deals with the basic aspects taken into account while preparing a forecast or projection on prospective financial statements.
This online CPE webinar
covers the following key topics:
This Online CPE/CPD course will be a value-packed session for the CPAs, Accounting, and Finance professionals.
Partner, SobelCo
Brad E. Muniz, CPA, Partner in Charge of Accounting and Auditing at Sobel & Company LLC, CPAs, Livingston, services businesses and individuals in the areas of accounting, auditing, tax and business consulting. Brad has over 30 years of experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, non-profit organizations, individuals, and strategic business planning. Brad has significant experience in a variety of industries, including broker/dealers, real estate, technology/life sciences, retail, manufacturing, not-for-profit and SEC reporting.
A member of the New Jersey Society of CPAs since 1991. He has served on the NJSCPA Board of Trustees as president, secretary, treasurer and trustee. He served on the Finance, Committee Operations, Chapter Operations, NJ-CPA-PAC and Retirement Savings Plan committees; and Education Foundation Board of Trustees. He has served as a member of the Scholars Institute Advisory Board; Strategic Planning and Volunteer Relations committees; Accounting & Auditing Standards Interest Group; and as a Scholarship Fund Board of Trustee. In the Morris/Sussex Chapter, he has served as president, vice president, treasurer and director. He currently serves as Chair of the NJCPA Education Foundation and a member of the Professional Conduct Committee.
He is a member of the Allinial Global and has served on its CPE Committee and as vice chair of the Accounting & Auditing Committee.
In his community, Muniz is a board member for Stickley Museum at Craftsman Farms and served as treasurer for Family Intervention Services, and has served as a board member of for numerous other not for profit organizations, and member of the Knoll Golf Advisory Committee.
Muniz earned his B.A. in accounting from William Paterson University, where he currently serves on the College of Business Advisory and Advancement Board. He and his wife, Diane, reside in Parsippany.
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
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.
RW
Interesting presentation. Presenter differentiated between prospective information and forecasting, clarifying the two similiar but distinct concepts.
CM
Enjoyed the webinar, Content presented was thorough and well done. Very informative presentation and well worth my time.
GS
Brad's experience made this very relatable my own, tapping into real-world experience, not just from a text book.
CC
For my first my-CPE program I thought it was very helpful and beneficial, and I plan to use it going forward.
SJ
Excellent webinar. The topic was well presented. Loved the examples, and the instructor was highly engaging.
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