Live Stream: Business and Industry Fest - Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
101 | Livestream | Intermediate | Scheduled
Description
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Management Services |
Designed For
CFOs, controllers and finance professionals
Prerequisites
Experience in financial management of a small or mid-size company
Highlights
- Building change into the planning process
- Sales/income plan
- Intermediate planning
- Technology plan
- Capital equipment planning
- One-year operating plan
- Monthly planning
- Cash plan
- Risk plan
Objectives
- Develop a one-year operating plan (formerly referred to as a budget)
- Avoid the political pitfalls that often come with the forecasting and budgeting processes and inhibit change
- Maximize the usefulness of the forecasts developed for the organization
- Perform a financial risk analysis
- Perform an EVA analysis (PV, ROI and Modified ROI)
- Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Prices
- Member (Early Bird)
- $189.00
- Non-Member (Early Bird)
- $239.00
- Member
- $189.00
- Non-Member
- $239.00
Instructors
Jason Carney, CPA, CISA, PMP, CISSP, CCSP
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq., is a senior manager at ABS, Inc., a boutique consulting firm based in the Washington, DC metro specializing in complex accounting issues. He is also the principal for IRS Problem Free, a tax resolution service. He has more than 15 years of experience in public accounting, consulting, and industry. His specialties include technical accounting, financial statement audit, information security, and tax controversy. Jason has worked in the financial services, software, and federal finance sectors.
Jason has taught more than 100 CPE courses for audiences across the country. He has been consistently well-received and specializes in adapting content for the unique needs of each audience. He believes that relevant and engaging training is essential for career development and business success. Jason is a member of the Minnesota Society of CPAs and was a President's Scholar at the University of Saint Thomas Law School. He is a member of the Minnesota Bar and holds CPA licenses in five jurisdictions. He is Treasurer for Fort Safety, a non-profit focused on keeping families and children safe online. He wrote "What is Business Intelligence and Why Should CPAs Care?" for Footnote magazine and contributed to the upcoming publication What Every Lawyer Needs to Know About Client Trust Accounts.
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