Events Search
  Summary & Check Out (0)
Friday, November 20, 2015 Live

Creating the Best Projections You Can: Insights and Techniques (E1511552)

8:30 AM - 12:00 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

4 CPE Credits in AA

OVERVIEW

Take the historical knowledge you have about your company, its performance, your competitors, your industry and the economy to help your company prepare for the future. 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!

DESIGNED FOR

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

BENEFITS

The course material includes group discussion and case studies.

HIGHLIGHTS

  • 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 budgets

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

Bring a calculator.

ADDITIONAL NOTES

This event is part of the Corporate Finance Series. (For NJCPA Members Only)

The Corporate Finance Series allows you to save 20% on your purchase of the following half-day seminars:

  • This seminar
  • Shorten Month-End: Closing Best Practices (10/21) and
  • Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder (12/11).
  • Help Feed Those in Need
    • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

    INSTRUCTOR

    John Levy

    John F. Levy, CPA, M.B.A.

    CEO

    Board Advisory

    John is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has more than 10 years of experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies, serving as chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

    PRICING

    $159.00 - Member

    $209.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    Executive Education, Inc.