Financial Planning, Budgeting, Forecasting

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  • 1 Request Info


    Click on the name of the course to be taken to our website for class schedule, class outline, and to register. This class is for anyone serious about improving their working capital management skills. Learn industry recommended working capital management procedures and best practices in a small class setting taught by an experienced business professional. Three day class. Cost is $1,999.00.
  • 2 Request Info


    Get the means to quickly assess the real cost of doing business —and make better, more informed decisions!
  • 3 Request Info


    Particularly useful in today’s economic uncertainty, this course will help you manage information for increased profits!
  • 4 Request Info


    Gain state-of-the-art forecasting tools and modeling techniques that will help you analyze financial data, predict revenues & costs, assess risks inherent in your forecasts, effectively report forecasting results to management, improve corporate decision making.
  • 5 Request Info


    Learn how to access and utilize financial markets and create financial strategies that maximize return and minimize risk across a broad array of business situations.
  • 6 Request Info

    AMA's Finance Workshop for Nonfinancial Executives Seminar

    Get a complete financial education in just four days— and prepare yourself to make more powerful, informed business decisions. This course covers from finance basics to understanding the essence of cash flow to learning how to create value on a corporate level.
  • 7 Request Info

    Financial Forecasting

  • 8 Request Info

    Cash Management: A User’s Perspective – The How’s, Why’s and Wherefores

    OVERVIEW Depending on the size of the company, there are issues ranging from basic cash management and cash flow with risk and relationship management to more sophisticated treasury management including foreign exchange and treasury management systems. An essential part of cash management is budgeting and forecasting and managing actual against both expectations. Understanding the source of the data as well as the confidence you have in its reliability plays a large part in the management of your company’s cash. WHY SHOULD YOU ATTEND Cash is King! You’ve heard that I’m sure. But managing cash can be a pain in the butt. For more detail please click on this below link: Email: Toll Free: +1-844-746-4244 Tel: +1-516-900-5515 Fax: +1-516-900-5510
  • 9 Request Info

    Excel - Data Visualization and Info graphics

    OVERVIEW There is a saying, “a picture is worth a thousand words”. In Excel that means finding ways to represent numerical data pictorially so that your audience can quickly and easily understand it. It's often easier to look at a chart, a graph or something visual than to just look at a set of figures. Until a few years ago it was enough to take a set of numbers and create a bar chart or pie chart. Although, in the right situation these traditional charts are still appropriate, things have moved on and we're constantly hearing words like Data Visualization and Infographic. WHY SHOULD YOU ATTEND It's time to get your Excel-related business and communication skills up to date and learn how to use it to present data in the modern world. For more detail please click on this below link: Email: Toll Free: +1-844-746-4244 Tel: +1-516-900-5515 Fax: +1-516-900-5510
  • 10 Request Info

    Excel - Mastering Formulas and Functions

    OVERVIEW Using formulas turns Excel into the world’s most powerful calculator. Whether you need to calculate loan repayments, generate a profit-and-loss account, solve Math’s or engineering problems, in fact, think of any scenario that involves addition, subtraction, division or multiplication of numbers and you’ll find that Excel is the best tool for the job. Functions are built-in formulas that have been programmed to perform a specific calculation. They range from the simple such as SUM and AVERAGE (used to calculate the total and average of numbers in a range of cells) to the powerful IF and VLOOKUP. Functions aren’t limited to calculating numeric data. For more detail please click on this below link: Email: Toll Free: +1-844-746-4244 Tel: +1-516-900-5515 Fax: +1-516-900-5510
  • 11 Request Info

    Budgeting Essentials

    +Organizational Budgeting Activities and the Master Budget +Planning and Preparing an Operating Budget +Preparing Operating Budgets and the Cash Budget +Using Budgets for Management and Control +Final Exam: Budgeting Essentials
  • 12 Request Info

    Creating and Using Budgets

    This is the basic budgeting class for non-profit executive directors, board members, and staff. It includes the role of the budget, how to create a budget, dealing with restricted funds, budget versus actual analysis, what to do when the budget doesn’t match reality or a deficit is projected, and why the budget should be continually updated and used as a management tool.
  • 13 Request Info

    Is Your Business Sustainable

    This is a course for business owners, board members, and senior executives focused on a detailed analysis of how the business generates income, pays for its operating expenses, and generates profits. The outcomes of this course are focused providing participants with an understanding of which products are profitable today, which products are likely to remain profitable, and of the internal and external risks to the business.
  • 14 Request Info

    Conference about Credit card surcharging What are The Stipulations for Compliance?

    Overview: The worst thing end-user organizations can do is to have an uninformed reaction to surcharging. It's important to first look at the big picture as end-users should also educate suppliers about the economics of card acceptance, pointing out the savings possible and other benefits. When suppliers are reaping the rewards, they should not be adding a surcharge. They might overlook the benefits of card acceptance, as well as the cost of other payment methods like checks and cash.
  • 15 Request Info

    Webinar on 5 Critical Aspects of a Financial Plan

    Overview: In all aspects of life whether on the job or at home, if we have a plan and know where we are headed, we can be so much more productive. When we worry about money yet do little to manage it, we get anxious. This session will help eliminate that fear, reduce your stress, and ultimately make you more productive. Learn what the components of a comprehensive financial plan include and how that plan can help end your money worries, increase your knowledge about paying yourself first, make your money grow faster, and prepare you to achieve your goals and reduce your risk. Start by establishing your goals and objectives. Before building a financial plan, you need to know your goals and objectives.
  • 16 Request Info

    Fraud Prevention Awareness Culture

    Overview: Successful business that are vulnerable to fraud and losses understand that controlling losses is equally important to controlling sales and costs. Fraud and Loss Prevention starts with understanding the specific vulnerabilities of the organization, then creating a program to combat the threat. A Fraud and Loss Prevention campaign starts at the top of the organization and is driven down to every level. With the knowledge that most fraud and losses are caused by an organization's employees, it is prudent to create a culture of integrity and honest.
  • 17 Request Info

    Advanced Financial Analysis

    In depth look at business statements and accounts analyzing accounts for anomalies, comparing accounts over time, understanding industry trend. Financial ratios and industry ratios and other key performance measures are learned and utilized.
  • 18 Request Info

    Webinar on Rolling Forecast vs Traditional Budgeting

    Rolling Forecasts are the wave of the future. They are rapidly replacing traditional budgeting. This webinar will outline and explain the critical differences and advantages of Rolling Forecasts over traditional budgeting. It challenges finance personnel and other managers to think outside the box and embrace the advantages of Rolling Forecasts. Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 19 Request Info

    Webinar On Rolling Forecast: Best Practices

    The ability of a business to look into the future provides a better basis for more strategic decision making in the present. Rolling Forecast provide such a window into the future to support present decisions. To successfully implement a Rolling Forecast framework it is necessary to follow best practices established by others that have done so with great success.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link
  • 20 Request Info

    Webinar On Current Expected Credit Losses (CECL): How to Calculate and Maintain a Proper Allowance

    The Allowance for Loan and Lease Losses ("ALLL") represents one of the most significant estimates in an institution's financial statements and regulatory reports. It is a valuation reserve established and maintained by charges against the bank's operating income and is an estimate of loans that may be uncollectible. Because of its significance, each institution has a responsibility for developing, maintaining and documenting a comprehensive, systematic and consistently applied process for determining the amount of the ALLL and the Provision for Loans & Lease Losses.Price:$200.00. Contact info : OnlineCompliancePanel Phn. no. +1-510-857-5896 Fax-+1-510-509-9659 Event link