Innovative Forecasting and Budgeting Moving Beyond the Traditional Techniques

OL665  |  On Demand Course  |  Update  |  Self-Study

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.

This course is part of the 2023 Business and Industry Fest Bundle. Purchase the bundle here.

Credits

Number of Credits Type of Credits
4.00 Management Services

Notes

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Prices

Member (Early Bird)
$149.00
Non-Member (Early Bird)
$199.00
Member
$149.00
Non-Member
$199.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Jason is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting, and industry. His specialties include information security, tax problem resolution, and data analysis. Jason has worked in Federal Finance, Information Security, and Tax.

Jason is a member of the Minnesota Bar and was a President's Scholar at the University of Saint Thomas Law School. He co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. 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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