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Trends and Techniques in Budgeting and Forecasting
Management Accounting
Webcast

Trends and Techniques in Budgeting and Forecasting

Many financial models fail because they aren't built in ways that are user-friendly and enduring. Join this session to learn current trends, comprehensive techniques, and tangible takeaways that you can implement immediately.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Finance

Level

Basic

CPE Credits

1.5

Instructor

Carl Seidman

Availability

3 months

Product Number

WC4416150

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 Business & partner 
Product Details

Transform your forecasting and budgeting

Financial forecasting and budgeting shouldn't be frustrating and time-consuming. End-users shouldn't be left with the burden of interpretation. Many financial models fail because they aren't built to be user-friendly and enduring. Too often, FP&A and financial professionals build inefficient models with bad structure, too many schedules, and a lack of thoughtful organization. It doesn't need to be this way.

Discover a better way (bold)

In this session, an FP&A practitioner who has trained and advised more than 13,000 finance and accounting professionals at well-known companies around the world, will walk you through current trends and easy-to-comprehend techniques. These discoveries will help you save time, minimize rework, eliminate mistakes, and elevate your forecasting and budgeting capabilities to levels you didn't know were possible. You will gain confidence, mitigate company risks, and position yourself to deliver the financial intelligence and insights you've always wanted to focus on. You will receive tangible takeaways that you can bring back to your company and implement immediately.

This is a rebroadcast from the 2023 ENGAGE Conference.

Key Topics

  • financial planning and analysis
  • forecasting
  • budgeting
  • financial models
  • financial trends
  • budgeting techniques
  • forecasting techniques
  • forecasting models

Learning Outcomes

  • Identify common issues that arise with conventional budgeting methods and how to address them in dynamic forecasting models.
  • Recognize how to design and structure their financial models in a way that is efficient, organized and easy for end-to-end use.
  • Identify ways to improve the accuracy of their rolling forecasts, leading to better decision-making confidence and related justification.

Who Will Benefit

Accounting and finance professionals

More Details
NASBA Field of Study
Finance
Level
Basic
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr 15 mins
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Carl Seidman
CPA/CFF, CSP, CFE, CIRA, CGMA, AM
Carl Seidman is a trusted business advisor specializing in financial planning & analysis (FP&A), business strategy, and finance transformation. He advises Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. At the same time, he supports financial professionals, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes. Carl's FP&A development methodologies and curriculums have been implemented by leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars. Carl also serves as an FP&A advisor, fractional CFO, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization. Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting. Carl lives in metro Chicago with his wife and twin sons.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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