Corporate Financial Planning, Budgeting & Control | CPE Online

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Corporate Financial Planning, Budgeting & Control Webinar

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Available Formats:

Live Webinar

$199

CPE Credits: 8 Hours
Overview

To survive and thrive in the current ever-changing, hyper-competitive global marketplace, financial managers must go far beyond traditional business concepts. Today they must understand the new dynamics and inter-relationship of forecasting, budgeting, and business performance that will determine their organization’s future success or failure. In this leading edge webinar, you will learn how to:

  • Develop effective goals, strategies and plans that lead to successful business objectives
  • Effectively use financial planning and analysis to support critical business decisions
  • Understand the increasing roles of AI and automation
  • Increase the accuracy of forecasting to greatly improve decision making

 

SPEAKERS:

Ali Ashiqali, Director, Business Performance Improvement, Protiviti 

Kerry Buchar, Managing Director, Protiviti 

Joe Freeman, Senior Manager, AI & Data Consulting, EY 

Andrés Jalfen, Assistant Controller, Strategy & Budgets, IBM 

Phil Owusu, Founder & CEO, Finance Powerhouse, LLC 

Brian Richman, Senior Manager, Business Performance Improvement, Protiviti 

Objective

To show financial managers how to develop meaningful goals, create strategic plans and set business objectives that lead to a dynamic new budgeting process that generates outstanding results.

Emphasis
  • Overview of FP&A (Financial Planning & Analysis)
  • Macroeconomic Resiliency
  • Integrated Business Planning
    – Cost resiliency during economic uncertainty
    – Scenario planning
  • AI in Business Forecasting
    – Expanding roles of CFOs in today’s business environment
    – Data and manual processes
    – The future of automation in finance
    – Use of knowledge graphs and LLMs
    – Effective GenAI use cases
  • FP&A’s Universal Expansion—Embedding in Day-to-Day Operations
  • IBM’s Assistant Controller, Andrés Jalfen, Discusses Best Practices in Corporate Planning & Budgeting
    – Business and financial model
    – Planning cycles
    – Adoption of AI
  • The Role of AI in Financial Statement Analysis
    – Identifying financial risks and anomalies
    – Automating financial ratio calculations and KPIs
    – Improving financial decision making
  • Strategic Understanding of Pricing
    – Types of pricing strategies
    – Aligning pricing with financial goals
    – Understanding and communicating value
    – Competitor-based pricing considerations
    – Psychological pricing tactics

Available Formats:

Live Webinar

$199

CPE Credits: 8 Hours

This course is included in the following passes:

Applicable Passes:
Not available
Anytime Pass
Self-Study Pass
Combo Pass
Evening & Weekend Pass

Need more than one course? Upgrade to a pass and save.

View Passes
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
8 Hours
NASBA Field of Study
Finance
Title
CPE Passes: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Pass options that align with your schedule, no matter how busy you are. 

 

Corporate Financial Planning, Budgeting & Control Self-Study Webinar

share icon
Link Copied!

Available Formats:

Self-Study

$199

CPE Credits: 11 Hours

Available Formats:

Self-Study

$199

CPE Credits: 11 Hours

This course is included in the following passes:

Applicable Passes:
Not available
Anytime Pass
Self-Study Pass
Combo Pass
Evening & Weekend Pass

Need more than one course? Upgrade to a pass and save.

View Passes
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
11 Hours
NASBA Field of Study
Finance
Title
CPE Passes: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Pass options that align with your schedule, no matter how busy you are.