Live Stream: Business and Industry Fest - Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques

101  |  Livestream  |  Intermediate  |  Scheduled

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
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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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