The Controller's Role in Pro Forma Financials 1.5 Credits
The Controllership Series
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Are you seeking a comprehensive understanding of pro forma statements and their pivotal role in financial planning, control, and reporting? Our Controllership Series will help in Unlocking the Power of Pro Forma Statements in Financial Decision-Making.
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.”
Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company.
A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro forma statements and methods to develop them.
The responsibilities/competencies of the Financial Controller position (FC) have changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.
Major topics included:
Join this CPE Accounting webinar it is designed to equip you with the knowledge and skills necessary to harness the power of pro forma financial statements.
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Accounting for CPA in Canada | 1.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Accounting & Auditing for Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Accounting & Auditing for Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1.5 CPD | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Accounting for CIPM | 1.5 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Accounting for CPA in Canada | 1.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Accounting & Auditing for Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Accounting & Auditing for Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1.5 CPD | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Accounting for CIPM | 1.5 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Accounting for CPA in Canada | 1.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Accounting & Auditing for Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Accounting & Auditing for Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1.5 CPD | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Accounting for CIPM | 1.5 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Accounting for CPA in Canada | 1.5 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1.5 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1.5 CPD | Eligible |
| Accounting for CIPM | 1.5 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance. Lynn has held two Chief Audit Executive (CAE) positions for international companies. In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees. The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.
Ms. Fountain is currently engaged in her own consulting and training practice. She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit. She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training. She is the author of three separate technical books.
Ms.
Fountain obtained her BSBA from Pittsburg State University and her MBA from
Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AB
Understanding Pro-Forma Statements is very important for controllers and this webinar explains the concept very well. Also the handout material with the examples are very good resource for learning and understanding the subject matter
DH
Great - I always wanted to know about proformas with all the myths associated with the statements and this webinar provided the needed information.
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