AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
product-image
Forecasting for Improved Profits, Working Capital and Decision Analysis
Management Accounting
CPE Self-study

Forecasting for Improved Profits, Working Capital and Decision Analysis

Understand how forecasting techniques can be used to improve profits, returns, and decision-making

$89 - $109
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Finance

Level

Basic

CPE Credits

4

Author(s)

Jim Lindell

Availability

1 year

Product Number

CL4FFMD21SSO

 Business & partner 
Product Details

Put your vision to the test

Forecasting and projections

Recognize the need to evaluate your organization’s vision for success and understand how forecasting and projections can be an integral part of determining the viability of the vision.

Learn how to use forecasting tools and techniques as well as planning methodologies to evaluate, critique, and measure your company’s strategic goals in order help your company fulfill its vision.

Who Will Benefit

  • Financial professionals responsible for preparing financial forecasts
  • Controllers
  • CFOs

Key Topics

  • Monte Carlo simulations
  • Integrating projections and performance management
  • Scenario planning
  • Power of visual presentations

Learning Outcomes

  • Recall the basics of planning and forecasting financial statements
  • Recognize the key drivers of financial performance
  • Evaluate various financial projections used in different aspects of the business
  • Apply scenario analysis to your planning
  • Recognize how to analyze projected or forecasted financial statements
  • Identify the best method to present and communicate business projections
Credit Info
CPE Credits
Online
4
NASBA Field of Study
Finance
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$109.00
AICPA Members
Online
$89.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Jim Lindell
MBA, CPA, CGMA
"Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs). Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA). Jim has authored: ""25 Critical Lessons from the Trenches"", ""Strategic Planning Made Simple"", ""Business is Like Fishing""; ""Survival Kit for Small Business Executives""; ""Annual Controller's Update"", ""Bottom Line Financial Management"" and was a contributing author on ""The Fast Close — Revolutionizing Accounting"". In addition, Jim has received the ""Outstanding Discussion Leader"" from the AICPA in 2005, 2007, 2012 & 2013."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Shipping and delivery
Shipping costs  and sales taxes will be added later during checkout
Cancellation Policy
View our Cancellation policy here
Forecasting for Improved Profits, Working Capital and Decision Analysis
Select from the following options:
Online
$109.00
Nonmember Price
$109.00
Price excluding sales tax
$109.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content