Financial Forecasting: Planning for Success (PM)

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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.




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.


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

Event Materials

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Printed manuals can be ordered by in-person attendees 7+ days in advance of most seminars or conferences. Pick these up at registration the day of the event. Electronic versions can be saved to your desktop, laptop or storage device and can be printed in part or wholly by registered attendees.

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


4 CPE Credits
Finance: 4 Credits


Member Price:
$164 $189
Non-member Price:
$214 $239
    Register by September 27th for Early Bird Pricing.

    Registration is open through 10/17.

    Friday, October 18th

    12:30pm to 4:00pm
    (Check-In 12:00pm)

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    Gratzer Education Center

    1735 Alliant Ave.
    Louisville, KY 40299

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