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The Facts: Budgeting, Planning & Forecasting (4153051C)
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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.

11/20/2015
When: 11/20/2015
9:30 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Kathy A. Johnson
Contact: April Deneault
801-834-6634


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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.

 

 

Objectives:

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



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



Designed For:

Accountants; financial planning and analysis professionals; and controllers.

 

Prerequisite: 

Experience in general ledger preparation.

 

Advanced Prep: None

  

Speaker: Kathy A. Johnson

Vendor: CalCPA

Field of Study: Accounting & Auditing

Level: Intermediate

CPE Credit: 4 Hours

Acronym: TFBP

 

 

Registration Fees:

Members: $140

Nonmembers: $188

 

Meet the Speaker:

Kathy A. Johnson is a partner at CPA Forensics Plus, LLP and an adjunct professor at California State University, San Bernardino and the University of Redlands. Johnson is a CPA, CFF, CGMA and holds a master’s degree in business administration from Pepperdine University.  Prior to her partnership in CPA Forensics Plus, Johnson was vice president of finance for the Los Angeles Newspaper Group (Inland Division) where she gained professional experiences in roles including financial reporting, planning and analysis, operating and capital budgets (coordination and analysis), corporate governance and financial forecasting (to include profitability analysis and oversight of the month-end closing process). Additionally, Johnson assumed roles of financial leadership for divisional plans and proposals with financial implications, as well as active involvement in identifying and analyzing business improvement and operational efficiency opportunities.  Johnson’s expertise is in family, civil and probate litigation support, cash flow, business valuation, business consulting and business and personal tax preparation and advisory services. She is chair of the AICPA Controllers Conference Planning Committee, vice chair of CalCPA, and chair of the Estate Planning Committee and Forensic Accounting Committee of the Inland Empire Chapter of CalCPA.

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