April 15, 2026

Webinar

2 CPE

Webinar (CPA Crossings): CFO & Controller Critical Skills: Budgeting & Forecasting🗓️

April 15, 2026
Webinar
2 CPE

Webinar (CPA Crossings): CFO & Controller Critical Skills: Budgeting & Forecasting🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Distinguish between a forecast and a budget
  • Recognize the difference between top-down and bottom-up budgeting
  • Recognize the key elements of a flexible budgeting approach
  • Utilize key forecast drivers
  • Apply judgement when it may be appropriate to make a forecast adjustment 

Major Topics

The major topics that will be covered in this course include:

  • Overview of budgeting tools
  • Overview of difference between budgeting and forecasting
  • Examples of various budgeting and forecasting techniques

CPE Credits Available

2 CPE
2
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business Management
  • Business and Industry
  • Reporting

Prerequisites

A basic understanding of budgeting techniques.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CFOs & Controllers who are involved in the budgeting and forecasting process.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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