[Executive Education, Inc. - Seminars for Corporate Financial Managers & Management Advisory Services]

Half Day Seminar

Creating the Best Projections You Can

Insights and Techniques

All we really know is the past but all that really matters is the future.  How can you take the historical knowledge you have about your company, its performance, your competitors, your industry and the economy to help your company plan for the future? 

We will examine current best practices in preparing budgets and projections and look at the critical roles of strategic planning and risk management in developing the best projections you can! 

Topics Discussed Include:

  • How (or whether) to consider the past in company budgeting
  • The critical roles of strategic planning and risk management in developing best projections
  • The many purposes and types of budgets and projections and how the many uses of budgets and projections can cause distortions
  • Current budgeting and projections best practices
  • How benchmarking and metrics have changed the budget process
  • The role of “black swans” in preparing and evaluating projections and budget

Cases and Group Discussion

The course material will include group discussion and case studies.

Additional Information

Target Audience: This seminar is for those who prepare, review, evaluate and use budgets and projections.

Level of Knowledge: Intermediate

CPE Credit: 4 hours group live

Area of Study:
      Traditional: A&A
      NASBA: Accounting

Prerequisite: None

Adv. Preparation: Bring a calculator

Author: John F. Levy

Acronym: CBP

Scheduling: Schedule with The Ethics of Sustainability or Cases in Corporate Ethics to provide a full-day program.