Innovative Forecasting & Budgeting: Moving Beyond the Traditional Techniques

8:30 am–12:15 pm ET

# of CPE Credits



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. 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.


* Develop a one-year operating plan (formerly referred to as a budget) * Avoid the political pitfalls that often come with the forecasting and budgeting processes * Maximize the usefulness of the forecasts developed for the organization * Perform a financial risk analysis * Perform an EVA analysis (PV, ROI, and Modified ROI) * Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course


* Sales/income plan * Intermediate planning * Technology plan * Capital equipment planning * One-year operating plan * Monthly planning * Cash plan * Risk plan

Who Should Attend

CFOs, controllers, and finance professionals

Required Knowledge

Experience in financial management of a small or midsize company

Advanced Prep


Event Speaker(s)

Mr. Arthur Pulis ( Surgent & Associates, LLC, Radnor, PA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Finance
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0002722

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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