CFO/Controller Best Practices

Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World v1.1

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

Learning Objectives:

After completing this course, participants should be able to:

  • State the difference between a forecast and a budget
  • Identify the difference between top-down and bottom-up budgeting
  • Recognize the key elements of a flexible budgeting approach
  • Define a key forecast driver
  • State when it may be appropriate to make a forecast adjustment


Prerequisites/Advanced Preparation:

None

Speaker / Author:

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.

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Price (USD)

Standard: $62.38

Details

Course Code : 99PET34-v1.1

Release Date : 05/03/2024
Expire Date : 05/31/2026
Credits :
CPE 2.50
QAS 2.50
Length : 2hr 30min
Course Level : Intermediate
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : CFO/Controller Best Practices

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