Description

A hands-on, live virtual workshop designed to equip management with the skills to build accurate, actionable financial forecasts and operational budgets. The class moves beyond simple historical data, teaching techniques for scenario planning, variance analysis, and linking non-financial KPIs to projected cash flow.

Format:

• Live Virtual Workshop (4 Hours): Interactive session led by a fractional CFO specialist.

• Editable Budget Templates: Customizable spreadsheet models for 12-month and rolling forecasts (Excel/Google Sheets).

• Q&A Clinic Access: Two weeks of post-workshop access to an online forum for specific implementation questions.

Duration: Single 4-Hour Session.

What You’ll Learn:

• Develop reliable revenue and expense projections to anticipate cash flow needs.

• Implement Zero-Based Budgeting (ZBB) or Activity-Based Budgeting (ABB) techniques.

• Analyze budget variances effectively to course-correct operations quickly.

• Create and present compelling financial narratives for stakeholders and investors.

Perfect for: Business owners, financial analysts, and department heads who need to transition from reactive spending to proactive financial planning.