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Wednesday, March 31, 2021 Live Webcast

Financial Forecasting: Planning for Success (E2103122)

8:30 AM - 12:00 PM EDT

Registration: 8:00 AM EDT

webcast

ON24

4.0 CPE Credits in AA

OVERVIEW

Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company’s future, forecasting is one area to demonstrate your special value. This course provides the tools necessary to project the balance sheet and statements of income and cash flow. Determine the company’s maximum sustainable growth and predict its external fund requirements.

DESIGNED FOR

Financial professionals responsible for preparing financial forecasts.

BENEFITS

  • Recall the basics of planning and forecasting financial statements
  • Recognize key considerations related to a basic forecasting model
  • Identify the evidence of growth mismanagement
  • Recognize how to analyze projected or forecasted financial statements

HIGHLIGHTS

  • Overview of the forecasting process
  • The basic forecasting model
  • Techniques used to forecast sales
  • A case analysis on working capital planning
  • Forecasting the company’s capital structure
  • Projecting the income statement and balance sheet

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Joselin Martin

Joselin R. Martin, CPA, CGMA, CCIFP

Joselin R. Martin, CPA, CGMA, CCIFP True North CFO LLC / Baltimore, MD Joselin Martin is the CEO of True North CFO consulting services, partnering with company leadership to identify and meet strategic, operational and financial goals.

Prior to founding True North, Ms. Martin was a construction CFO for over 20 years. She previously worked in public accounting and taught at the university level. She has served on several boards, including the Maryland Association of CPAs, and as the chair of both the AICPA America Regional Advisory Panel and the Institute for Certified Construction Industry Professionals. She was recognized as a 2019 AIPCA/MACPA Experienced Woman to Watch.

PRICING

$189.00 - Member

$259.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA