Webcast: The Facts: Budgeting, Planning & Forecasting (CATFBP116)
Tell a Friend About This EventTell a Friend

When: 10/31/2016
10:30 AM until 2:00 PM
Where: Webcast
United States
Presenter: Kathy A. Johnson

Online registration is closed.
« Go to Upcoming Event List  

Acronym CATFBP116
CPE 4 hours
Vendor CalCPA
Accounting & Auditing
Level Intermediate
Yellow Book No
Prerequisite Experience in general ledger preparation.
Who should attend Accountants; financial planning and analysis professionals; and controllers.
Members $120
CPA Non-Members $188

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Preparing, collecting and consolidating information to prepare budgets can be overwhelming without some direction. Learn how to collect, organize and use data to better budget, plan and forecast.

Materials are provided as an ebook.


  • Identify how to evaluate and consolidate the data needed for budgeting, financial planning and forecasting.
  • Outline best practices to make the process clear, concise and more efficient.
  • Recognize accounting control of the process.
  • Determine how to set goals for management.
  • Recall how to plan for cash requirements, including necessary equity infusions.
  • Identify a platform for discussing the future.


  • Budgeting and forecasting process and objectives
  • Bottom-up vs. top-down P&L
  • Rolling vs. annual budgets
  • Review process