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Corporate Planning, Budgeting, And Forecasting

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ACCA
  • CIPM
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: January, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is Strategic Planning?
    1 mins
  • Outcomes from the Strategic Plan
    8 mins
  • SWOT Analysis
    24 mins
  • BCG Growth - Share Matrix
    37 mins
  • Budgeting is an Influence and Control Tool
    55 mins
  • Multiple Regression: Multiple Independent Variables
    75 mins
  • Flexible Budget
    91 mins
  • Standards in the Service Sector
    121 mins
  • Capital Expenditure and Cash Budgets
    151 mins

Course Description

To survive and thrive in an ever-changing, hyper-competitive global marketplace, financial managers must go far beyond traditional business concepts. Today they must understand the new dynamics and inter-relationship of forecasting, budgeting, and business performance that can determine their organization’s future success or failure. Organizations spend huge amounts of money and effort at planning, forecasting, and budgeting to ensure successful results. However, it is often observed that the three disciplines are separated and not connected. The lack of uniform accountability and synergy in their action is more than visible and affect the organization.

In this webinar, you will have a chance to explore corporate planning budgeting and forecasting from its very basis. The webinar will cover the following 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

The webinar will be the pathway to developing your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics.

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 various models and how to use them for strategic planning.
  • To explore and develop an understanding of how management uses budgets to motivate, control, communicate, and influence.
  • To explore topics in detail for business forecasting and statistical forecasting including learning curve analysis, standards in budgeting, and pro forma financial statements.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4.5 CPD Credit for Accredited in Business Valuation (ABV)
  • 4.5 CPE Credit for Certified Management Accountants (CMA)
  • 4.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 4.5 CPE Credit for Certified Valuation Analyst (CVA)
  • 4.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 4.5 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 4.5 PL Credit for Chartered Financial Analyst (CFA)
  • 4.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 4.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4.5 CE Credit for Certified Wealth Strategist (CWS)
  • 4.5 General Credit for Accountant/Bookeeper
  • 4.5 CPD Credit for CA - ICAEW
  • 4.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 4.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 4.5 CPD Credit for Chartered Accountants - Scotland
  • 4.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    4.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

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

4.2

24 Ratings

Excellent

8

Very Good

13

Average

2

Poor

1

Terrible

0

GG

Ganelle Ganelle@comcast.net, CPA (US)

Jan 6th, 2022

Make sure you take the quiz soon after completing the video because the course material will not help you much on the quiz :(

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