Guide Strategy: Attract Investments with Financial Forecasts

Overview

Description:
Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.

Learning Objectives:
After attending this presentation, you will be able to...

• Formulate the ability to project future income, expenses, and resources using historical data and market trends for strategic planning and investment decisions
• Calculate future earnings and financial positions to evaluate growth potential, solvency, and capital structure for effective budgeting and risk management
• Apply forecasting insights to enhance resource allocation, manage risks, and attract investments, supporting long-term financial stability and growth

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

• Introduction to Financial Statement Forecasting
• Overview of the importance and benefits of forecasting for strategic planning and investment attraction.
• The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.
• Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.
• Incorporating Market Trends: How to integrate market insights into financial forecasts.
• Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.
• Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure.

Who should attend?
Finance and accounting professionals interested in a better understanding of financial analysis

Developed by:
Eric Knight, CPA, DBA

Instructor:
Eric Knight, CPA, DBA