The Facts: Budgeting, Planning & Forecasting

Course Details

Date

Monday, August 31, 2015

9:30am – 1:00pm (Registration: 8:30am)

Location

Online

Field of Study

Accounting & Audit

CPE Credit

4 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

Experience in general ledger preparation. 

Description

Preparing, collecting and consolidating information to prepare budgets can be overwhelming without some direction. Learn how to collect, organize and use data to better budget, plan and forecast.
 
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Highlights

  • Budgeting and forecasting process and objectives
  • Bottom-up vs. top-down P&L
  • Rolling vs. annual budgets
  • Review process

Objectives

  • Identify how to determe, evaluate and consolidate the data needed for budgeting, financial planning and forecasting.
  • Determine best practices to make the process clear and concise, more efficient and faster.
  • Identify accounting control of the process.
  • Determine how to set goals for management.
  • Determine how to plan for cash requirements, including necessary equity infusions.
  • Identify a platform for discussing the future.

Designed For

 Accountants; financial planning and analysis professionals; and controllers.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$140.00

Non-Member Fee
$188.00

Your Price
$188.00

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