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Wednesday, August 19, 2015 Live

Financial Forecasting and Decision Making (E1508143)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

Bally's Atlantic City

Park Place & The Boardwalk
Atlantic City , NJ 08401

8 CPE Credits in MT

OVERVIEW

Proper planning is key to any company's success. With CPAs constantly being asked to plan a company's future, forecasting is one area to demonstrate your unique value. This seminar provides the basic 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.

This meeting is part of the Atlantic City CPE Cluster: https://www.njcpa.org/cpe/products/cluster.

DESIGNED FOR

Financial executives responsible for preparing company forecasts.

BENEFITS

  • Review the basics of planning and forecasting financial statements
  • Review considerations related to a basic forecasting model
  • Identify the evidence of growth mismanagement and develop the skills to determine maximum sustainable growth
  • Apply statistical procedures to forecasting
  • Analyze projected or forecasted financial statements

HIGHLIGHTS

  • Overview of the forecasting process
  • Using the basic forecasting mode
  • 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
  • Determining maximum sustainable growth
  • Using forecasting to aid growth planning
  • Forecasting short-term cash requirements

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

INSTRUCTOR

Anthony LaRusso

Anthony C. LaRusso, CMA, M.B.A.

AICPA/Professional Development Institute

Tony has over 30 years of experience in industrial and service organizations. Over the course of his career he has held senior-level management, operating, and staff positions, including as president of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior-level positions in finance, planning, and business development, as well as being a board member for start-up companies. Prior to retiring, during 2003, he was the president of a major division in an international company. Tony was an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at annual meetings and programs at universities, and served as an officer in trade associations. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who. In addition, since retiring from full-time employment, he has lectured in numerous states, including at major corporations; conducted consulting activities; and managed real estate investments for a family company. Tony has developed and written courses and webinars covering topics in finance, accounting, and management; was a reviewer for a new book; and authored an article, How to Avoid Tunnel Vision.

PRICING

$399.00 - Nonmember

$299.00 - Member

AICPA members receive a discount of $30 for this event.

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs