Financial Forecasting: Planning for Success (4 hours)

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Apr 20, 2020

Registration: 7:00 AM / Program: 7:30 AM - 11:30 AM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company's future, forecasting is one area to demonstrate your special value. This course provides the tools necessary to project the balance sheet and statements of income and cash flow. Determine the company's maximum sustainable growth and predict its external fund requirements.

Designed For

Financial professionals responsible for preparing financial forecasts.


When you complete this course you will be able to:

Recall the basics of planning and forecasting financial statements.

Recognize key considerations related to a basic forecasting model.

Identify the evidence of growth mismanagement.

Recognize how to analyze projected or forecasted financial statements.

Major Subjects

Overview of the forecasting process

The basic forecasting model

Techniques used to forecast sales

A case analysis on working capital planning

Forecasting the company's capital structure

Projecting the income statement and balance sheet

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email