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Financial Forecasting: Navigating Ahead

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


  • 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

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • Business Student
  • CEO
  • Certified Management Accountant
  • 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