Capital Budgeting Analysis that Improves Long-term ROI

Blair Cook, CPA

Executive Finance Partner Inc.

  • CPA Canada
  • CFE
  • CPA
  • CVA
  • CMA

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Before starting this self study program, please go through the instructional document.

Overview

  • Developing Robust Assumptions
    7 mins
  • Knowing your cost of capital matters
    18 mins
  • Capital budget walkthrough
    24 mins
  • Key points of capital budgeting mechanics
    37 mins
  • Crystal Ball
    44 mins

Course Description

Capital budgeting decisions have long-lasting impacts, and the difference between a good and bad internal investment decision can often be attributed to the capital budgeting process.

This is a webinar in establishing a capital budgeting process from conducting due diligence through to communicating and facilitating discussions of capital investment opportunities with decision makers. Capital budgeting is a key strategic process that ensures capital is deployed to only those opportunities that have a high probability of meeting or exceeding the expectations for return. It is also a process that ensures that scarce capital resources are deployed to the highest yield opportunities across the organization.

In this webinar, we will explore: 

  • How to develop assumptions.
  • Prepare the capital budgeting analysis.
  • Quantify risk using tornado charts and Monte-Carlo simulation analysis. 

We will also discuss the financing implications of capital investment opportunities by looking at lease versus buy analysis that is a related but often confused part of capital budgeting.

Learning Objectives

  • To develop assumptions that explore and document the range of potential outcomes
  • To identify and calculate the appropriate discount rate for capital budgeting analysis.
  • To prepare a capital budgeting analysis.
  • To prepare a decision package for a capital budgeting decision including a quantification of risk.
  • To explore how to reach Financing Investment Decisions

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Finance Director
  • Senior Accountant
  • VP Accounts
  • VP Finance
  • Cloud Accountants
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Certified Financial Planner