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Financial Forecasting and Decision Making

Author/Moderator: Wallace Davidson, Ph.D., CMA
Publisher: AICPA
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Previously Titled: Financial Forecasting and Decision Making: Preparing Financial Statement Projections and Their Uses

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 course 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.

Topics Discussed

  • 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
  • Determining maximum sustainable growth
  • Using forecasting to aid growth planning
  • Forecasting short-term cash requirements

Learning Objectives
When you complete this course you will be able to:

  • Apply the basics of planning and forecasting financial statements
  • Utilize 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

Prerequisite: Experience preparing financial statements

Advanced Preparation: None

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NASBA Field of Study: Finance
Level: Basic
Recommended CPE Credit: Text - 5 ; On-Demand - 3
Financial Forecasting and Decision Making
Text ,
Product# 732967
Availability: In Stock
AICPA Member:$135.00
Your Price:$168.75
Financial Forecasting and Decision Making
CPE On-Demand
Product# 163150
Availability: Online Access 1 Year
For registered users only
AICPA Member:$65.00
Your Price:$81.25
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