Recognizing the Value in Preparing & Monitoring Annual Budgets
September 26 @ 1:00 pm – 2:00 pm EDT
Free
1 CPE credit
Uncover the secrets to successful budgeting and forecasting strategies. During this CPE course, we help finance and accounting professionals understand the key components of effective financial planning and analysis (FP&A), including the segregation of duties between accounting, finance, and other business leaders. We also cover potential roadblocks and how to overcome them, the importance of robust analytics capabilities in monitoring financial performance, and how improving financial performance can create value for your organization.
Learning Objectives:
- Identify the key components of a successful FP&A and budgeting strategy
- Understand industry standards and potential challenges of implementing and maintaining budget and forecasting processes
- Discuss the importance of robust analytics capabilities (skillsets, tools, etc.) in successfully monitoring financial performance against expected outcomes
Speakers
Sara Nager | Manager, Risk & Accounting Advisory Services
Katie Mercer, CPA | Manager, Risk & Accounting Advisory Services
CPE Accreditation
- Delivery Method | Group Internet Based
- Recommended CPE credit | 1 hour CPE
- Recommended Field(s) of Study | Finance
- CPE Capability | Technical Expertise / Problem Solving
- Prerequisites | None
- Program Level | Basic
- Advanced Preparation | None
