Better P&L Forecasting Through Balance Sheet Visibility
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Better P&L Forecasting Through Balance Sheet Visibility

This course discusses why balance sheet forecasting is important and how to link it to a P&L forecast.
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0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2 students enrolled
Last updated 8/2017
English
Current price: $12 Original price: $50 Discount: 76% off
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Includes:
  • 2 hours on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Recognize why balance sheet forecasting is important and how to link it to a P & L forecast.
  • Identify the assumptions required to forecast key components of any balance sheet.
  • Discover how to initiate a balance sheet forecast.
View Curriculum
Requirements
  • Knowledge of key finance terms along with an understanding of how the balance sheet works, and how it interplays with the P&L and the cash flow statement.
Description

Balance sheet forecasting sounds terribly tough, but it’s not. If you can forecast your P&L, then balance sheet forecasting is just an extension that can strengthen the quality of your earnings forecast and actually help predict the future financial health of your organization. For example, a balance sheet forecast provides that critical cash flow dimension which will assure banks and investors that you can match sources with uses of funds to achieve everyone’s financial goals. Bruce Lynn, a corporate treasury consultant specializing in cash and working capital management, walks through a “how to” to suggest practical best practices in balance sheet forecasting, using examples and numbers to help cement the learning. 

The course discusses why balance sheet forecasting is important and how to link it to a P&L forecast. The course also covers the assumptions required to forecast key components of any balance sheet with its ability to provide insight into future financial ratios, working capital (A/R, Inventory and A/P), cash and investments, CAPEX, debt and equity. 

By the end of the course you and your planning team will be able to initiate a balance sheet forecast and integrate this forecast with the other parts of your financial plan.

Who is the target audience?
  • Anyone interested in finance, accounting or related fields.
Compare to Other Forecasting Model Courses
Curriculum For This Course
11 Lectures
02:08:51
+
Introduction
9 Lectures 02:08:49


Links to P&L Forecast
05:24

Forecasting Criteria
11:59

Forecasting Criteria (Continued)
09:35

Measuring Forecast Success
08:13

Measuring Forecast Success Example
08:11

Initiating Balance Sheet Forecasting and Conclusion
10:33

Better Planning Through Balance Sheet Forecasting Continuous Play
01:04:23
+
Supporting Materials
2 Lectures 00:02
Slides: Balance Sheet Forecasting
00:01

Balance Sheet Forecasting Glossary/Index
00:01
+
Review and Test
0 Lectures 00:00
Review Questions
3 questions

FINAL EXAM
5 questions
About the Instructor
Illumeo Learning
4.4 Average rating
326 Reviews
1,389 Students
242 Courses
Condensed and Efficient Courses for Busy Professionals

Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.

Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.

Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.

Bruce Lynn (Illumeo)
0.0 Average rating
0 Reviews
2 Students
1 Course

Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management.

He has successfully tackled major assignments in such areas as treasury operations, cash and working capital management, strategic planning, credit, systems enhancements and other assignments involving financial planning and analysis of operating and capital budgets.

He has an Industrial Engineering degree from Lehigh University, a MBA in Finance from the Stern School of Business and is considered a Certified Treasury Professional (CTP) by the AFP, The Association of Financial Professionals, a national 14,000 member treasury and banking organization.

Bruce has been a contributor to the AFP’s Exchange and has made numerous presentations to the AFP and its regional associations as well as presentations to other professional associations such as the National Association of Corporate Treasurers (NACT) and the Institute of Internal Auditors (IIA).

Prior to starting the Financial Executives Consulting Group, he was a managing director of Greenwich Treasury Advisors, a treasury and risk management consulting firm. Also, he was a Vice President of Bankers Trust and Director of Cash Management for Ogden Corporation. During his many assignments he has worked in countries throughout Asia, Africa and Europe and with all levels of management up to and including the CEO level.

Strategic planning; Treasury Operations, domestic, international