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Budgeting and Forecasting Tools and Techniques (4152978E)B)
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Make sure you are maximizing the effectiveness of your budgeting and forecasting processes. Since many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits, learning the best budgeting and forecasting tools and techniques will help put you and your organization ahead. In this course, you will learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and tech

When: 7/30/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Contact: April Deneault

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Business plans are too often perceived as costly, complex and time consuming to put together and delivering only minimal benefit. Executed correctly, however, business plans can help gain financing and improve budget planning, as well as serve as a roadmap for business decisions. Among other topics, this course will discuss components of a business plan, what information to gather, common errors and how to avoid them, and keeping the plan current.


Recognize the value of business plans for clients, creditors and other advisers.
Determine templates for successful business plans.
Identify common business plan errors and how to avoid them.
Identify best practices for information gathering.


Major Subjects:

Business plan components
Incorporating client needs
Advising in the process
Information gathering
Keeping plans current
Selling the plan


Designed For:

CPAs and finance professionals who work with, or in, small- to medium-sized business.


Prerequisite: None


Advanced Prep: None


Speaker: Alisa Lee Hunt

Vendor: CalCPA

Field of Study: Management

Level: Basic

CPE Credit: 8 Hours

Acronym: BPW


Registration Fees:

Members: $275

Nonmembers: $375


Meet the Speaker:

Alisa L. Hunt, CPA, is the president of Day 2 Day Business, Inc. a firm set up to assist clients with understanding financial information. After 15 years of practice in accounting where she discovered that a major problem was the communication of financial data and now she assists those in the financial world with communication of financial information to others. She has been teaching on the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Alisa is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches Finance, Accounting, Creativity, Diversity and Leadership classes.

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