February 22, 2022 12:30pm – 4:00pm Map & Directions 602-252-4144

Webcast: Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (12:30-4)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


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.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • 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.

Course Level



Surgent McCoy CPE, LLC More With This Vendor

Designed For

CFOs, controllers and finance professionals.


Experience in financial management of a small or midsize company.


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

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