Tech Savvy Webinar October 2024 - Budgeting & Forecasting
Our Tech Savvy Webinars target common training areas with practical knowledge and examples that are directly transferable to the workplace. Our presenters know time is precious, so we keep the webinars focused and cost effective. Tech Savvy’s are ideal for junior and intermediate staff, or for those collective training sessions. That’s not to say that senior staff can’t attend, as they are great as a refresher!
Description
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.
Budgets and forecasting are two key tools for successful businesses. It allows businesses to plan and manage their revenue and costs, including understanding the timing of cashflow to ensure bills can be paid on time. This is essential not only through times of growth, but also during challenging periods.
Join us as we work through the process for developing a budget and forecast, together with practical examples, which will help you to assist clients with their own budgets going forward.
This webinar will cover:
- The role of a budget
- Budget setting process
- Revenue models/drivers
- Cash and non-cash entries
- Reporting and decision making
Presenters
Courtney Adams
Manager, Polson Higgs
Courtney is a Manager in our Accounting Solutions division assisting a variety of clients with both their compliance and advisory needs. Her specialist skills are in business systems/accounting software and she also particularly enjoys assisting clients in the not for profit sector.
Amelia McDonald-Nairn
Manager, Polson Higgs
Amelia is a Manager in our Accounting Solutions team and is involved in preparing annual financial statements and other compliance work within our firm. She enjoys interacting with a variety of people to assist them with their accounting requirements and get the job done.
CPD Hours and Recordings
1.25 CPD hours
TrainSmart
This webinar is part of the TrainSmart Packages 2 & 3.
There is no need to register as you will be sent the link the week of the webinar, along with the slides.
A recording will follow on the afternoon of the live presentation.
Who should attend?
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.