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Financial Forecasting: Navigating Ahead

  • Accountant
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS

Published: November, 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


  • Budgets in large companies
    4 mins
  • Financial forecasting process
    12 mins
  • Target market segmentation
    23 mins
  • Forecasting revenues
    34 mins
  • Business to business selling process
    55 mins
  • Why create scenarios?
    74 mins

Course Description

The days of “last year plus 3%” in forecasting are gone.

Businesses are managed with numbers. To successfully manage the growth of a business, the leadership team needs to be able to create accurate numbers to predict where the business is headed.  A common mistake that many leadership teams make is to spend more time on expense forecasting than on revenue forecasting.  In fact, the accuracy of revenue forecasts is by far the most important, and the most challenging, part of the forecasting process. This CPE course presents a model for financial forecasting that ensures not only accurate expense forecasts but also accurate revenue forecasts that are tied directly to the marketing plan.  The most accurate approach to creating multiple scenarios for financial forecasts is also explained.

We cannot solve all your problems, but we can give you some tips and guidelines to help you move in the right direction by covering the following major topics in this CPE webinar:

  • Introduction to financial forecasting
  • Forecasts versus Budgets
  • Financial Forecasting Process
  • Common Financial Forecasting Mistakes
  • Target Market
  • Competition
  • Forecasting Revenues and the Marketing Plan
  • Pricing Strategies
  • Product Placement
  • Promotion
  • Placement and Distribution
  • The Marketing Mix
  • From Marketing Plan to Financial Forecast
  • Operating Plan

Learning Objectives

  • To explain the difference between budgets and forecasts.
  • To recognize common mistakes that can arise when making financial forecasts.
  • To identify the connections between the marketing plan and revenue forecasts.
  • To describe the key elements of the marketing mix
  • To describe ways to build accurate financial forecasts based on multiple scenarios

Recommended For

  • This CPE course is recommended for CPAs, CMAs, CVAs, CFAs, ABVs, CEOs, CFOs, Finance professionals, Senior Management and any Other Professional who are involved in doing financial forecasting for their organizations.

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • Business Student
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Practicing Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Outsourced CFO
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1.5 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 1.5 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1.5 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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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:


About Presenter

Jeff Cornwall

Founder & CEO, Entrepreneurial Mind LLC

Growing up, entrepreneurship and small business was normal dinner time conversation at the Cornwall household. This set the stage for a decades-long career pursuing entrepreneurial ventures and sharing his knowledge in the classroom. He has spent more than forty years as a serial entrepreneur. In the 1970’s he started several small businesses and was involved in various family ventures. In the late 1980’s, following several years in academics, Dr. Cornwall co-founded Atlantic Behavioral Health Systems in Raleigh, NC and spent nearly a decade leading the company as President/CEO. After growing to more than 300 employees, he and his partners sold most of their healthcare holdings. After the sale, Dr. Cornwall decided it was time to return to the classroom to share his experience and knowledge with aspiring entrepreneurs.

In his academic career, Dr. Cornwall received national awards for his work in curriculum development and teaching. In 2013 the United States Association of Small Business and Entrepreneurship named Dr. Cornwall the National Entrepreneurship Educator of the Year. Currently, Dr. Cornwall is the inaugural recipient of the Jack C. Massey Chair in Entrepreneurship and Professor of Entrepreneurship at Belmont University in Nashville, TN. He also was the founding Director of the Center for Entrepreneurship at Belmont and led the center during the first ten years of its operation during which it was ranked among the best programs in the country.

Dr. Cornwall’s blog, which launched in 2003, is among the most popular blogs focusing on small business and entrepreneurship. It was named One of the 100 Best Websites for Entrepreneurs by Forbes magazine. His writing has been quoted in Wall Street Journal, Entrepreneur, Inc, Forbes, and US News and World Report.

About Company

Entrepreneurial Mind LLC

Entrepreneurial Mind, LLC is a digital educational content company specializing in Entrepreneurship and Small Business Management. Our catalog includes twenty-one video courses (nineteen for adult learners, one for youth learners, and one for Spanish speaking learners) related to starting, managing, and growing businesses of all types across all industries. These courses can be bundled together as modules into more comprehensive certification programs to meet the needs of your learners. Total runtime for each individual course is 1- 3 hours, broken down into 3-12 minute lessons.


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Ratings and Review


15 Ratings



Very Good









Svetlana Fomitcheva, CPA (US)

Dec 29th, 2021

Great seminar- clear, informative, great examples. Loved the style of the instruction .


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