FP&A 101 - An Introduction to Financial Planning and Analysis

FP&A Analysis involves consideration of economic and business trends, reviews of past company performance, and attempts to anticipate obstacles and potential problems, all with an eye toward forecasting a company’s future financial results.

Why should you Attend

Corporate Financial Analysts are charged with examining, analyzing, and evaluating the entirety of a corporation’s financial activities, and mapping out the company’s financial future.

Areas Covered in the Session

Corporate financial planning and analysis professionals are a group that has to be able to read and truly understand a company’s financial statements - balance sheets, cash flow statements, income statements, and in the case of public companies, shareholders’ equity statements.

Analysts must understand the interrelated aspects of debits and credits and be able to calculate and evaluate key financial ratios in order to determine where the company stands financially, and how best to move forward from there.

In this introductory webinar we will cover:

Conceptual Framework
Balance Sheets, Cash Flows and Financial Statements
Divisions of the Ledger
Primary Ratios
Data Analytics
Analysis tools and techniques

Who Will Benefit

All Accountants, Managers and Auditors who are seeking to move into Financial Planning and Analysis

Speaker Profile

Richard E. Cascarino, MBA, CIA, CISM, CFE, CRMA Well known in international auditing, Richard is a principal of Richard Cascarino & Associates based in Colorado, USA and Johannesburg, South Africa with over 32 years of experience in audit training and consultancy. He is a regular speaker to National and International conferences and has presented courses throughout Africa, Europe, the Middle East and the USA. Richard is a Past President of the Institute of Internal Auditors in South Africa, was the founding Regional Director of the Southern African Region of the IIA-Inc and is a member of ISACA, and the Association of Certified Fraud Examiners, where he was a member of the Board of Regents for Higher Education.

Richard was Chairman of the Audit Committee of Gauteng cluster 2 (Premier's office, Shared Services and Health) in Johannesburg and was also the Chairman of the Audit and Risk Committee of the Department of Public Enterprises in South Africa