Webcast: Budgeting and Forecasting Tools and Techniques (CABFT16)
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When: 12/8/2016
8:30 AM until 4:00 PM
Where: Webcast
United States
Presenter: John Keegan, CPA.CITP, CGMA, CTP

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Acronym CABFT16
CPE 8 hours
Vendor CalCPA
Level Intermediate
Yellow Book No
Prerequisite Fundamental knowledge of Microsoft Office Excel 2007 or newer.
Who should attend Business professionals involved in budgeting and forecasting activities.
Members $245
CPA Non-Members $375

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.


Learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques. In addition to learning about how to utilize Excel more effectively, you'll also learn about Budget Maestro, PROPHIX and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models.

Materials are provided as an ebook.


  • Identify processes for obtaining budget data, collaborating with others, and controlling and validating data input.
  • Identify Excel techniques for interacting with the accounting system and situations, such as sensitivity analysis, risk analysis and Monte Carlo simulations, when Excel can be appropriately implemented.
  • Determine various Excel functions, including NPV, IRR, XNPV and XIRR,  in capital budgeting situations.
  • Recognize differences between Excel and other applications used for budgeting and forecasting activities.


  • Using Excel more effectively as a budgeting and forecasting tool.
  • Identifying shortcomings of Excel-based budgeting and forecasting activities.
  • Implementing and working with dedicated budgeting and forecasting software applications to achieve better results in less time.
  • Managing risk and uncertainty in budgets and forecasts.