Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
A~B
Similar Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
A/B
Suggested Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Suggested Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Course Details

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (Course Id 2176)

QAS / Registry
  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 76 ||| Word Count: 33,532 ||| Review Questions: 36 ||| Final Exam Questions: 30
CPE Credits : 6.0
IRS Credits : 0
Price : $53.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 2176

Description :

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

Usage Rank : 62353
Release : 2023
Version : 1.0
Prerequisites : Basic Accounting.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 07-Aug-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 2176

Keywords : Finance, Practical, Guide, Mergers, Acquisitions, Divestitures, v13, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After studying this chapter, you will be able to:
    1. Identify the characteristics of mergers
    2. Identify the different types of mergers
    3. Recognize the benefits of mergers
    4. Identify antitrust guidelines used by the Justice Department
    5. Recognize Securities and Exchange Commission (SEC) rules regarding mergers
    6. Recognize different defensive measures used by target companies
    7. Identify advantages and disadvantage of different methods of financing a merger
    8. Recognize how different mergers may affect taxation and financial results
    9. Recognize how to account for transactions under the acquisition metho
    10. Identify different approaches and techniques for merger valuation
    11. Identify different types of divestitures and methods used to divest
Course Contents :

Chapter 1:    Mergers and Acquisitions

Key Concepts

Characteristics of Mergers

Types of Mergers

Five-Step Process

Review Questions - Section 1

Factors to Consider

Pros and Cons of a Merger

Types of Takeover Bids

Herfindahl-Hirshman Index

Review Questions – Section 2

The Mergers and Acquisitions Process

Setting Strategy

Identifying Target Companies

Performing Due Diligence Analysis

Determining Bid Prices

Financing the Merger

Review Questions - Section 3

Use of Capital Budgeting

The Impact of a Merger

Defense Strategies Against Takeovers

Other Matters

Acquisition Risks

Tax Implications

Financial Statement Analysis

Emergence of Corporate Development Officers and M&A Teams

Review Questions – Section 4

Target Company Valuation

Overview

Valuation Methods

Comprehensive Illustration: Target Company Valuation - Discounted Cash Flow

Accounting for Business Combinations

General Rules

Definition of a Business

Acquisition Method

Disclosure Requirements

Review Questions – Section 5

Chapter 2:    Divestiture

Key Concepts

Importance of Divestiture

Types of Divestitures

The Divestiture Process

Candidate for Divestiture

Reasons to Divest

Factors to Consider

Human Capital Matters

Review Questions – Section 6

Valuation Methods

Asset Valuation Methods

Sales and Income Factors

Market Based Comparisons

Discounted Cash Flow Analysis

Adjusting for Uncertainty

Comprehensive Illustration: Divestiture Valuation - Discounted Cash Flow

Tax Implications

Cash vs. “Paper”

Installment Sales

Leveraged Buyouts

Other Matters

Accounting for Divestitures

Disclosure Requirements for Discontinued Operations

Other Matters

Subsidiaries Sold to the Public or Spun Off (Carveout Accounting)

Liquidation Process

Review Questions – Section 7

Appendix A: Due Diligence Checklist

Appendix B: Legal Procedure

Appendix C: Acquisition Disclosure

Appendix D: Present Value of $1 Tabe

Appendix E: Present Value of an Annuity of $1 Table

Glossary

Click to go to: Finance CPE Courses | CPE Think
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?