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Charting Success: Financial Planning & Analysis (FP&A) For Accountants

CHARTING SUCCESS: FINANCIAL PLANNING & ANALYSIS (FP&A) FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Financial planning and analysis (FP&A) is a powerful asset for accounting firms. However, it can present a challenge when considering the significant costs associated with the labor and training required to ensure accuracy. To add to the fire, its value may not be readily apparent to some firms and clients.

Join this webinar to dive deep into the benefits of FP&A and to learn precisely why prioritizing it—and offering forecasting to your clients—is essential.

Learning Objectives:


  • Summarize financial planning and analysis (FP&A) and its components

  • Outline how to utilize financial models efficiently and effectively

  • Recommend using FP&A insights to enhance client advisory 

  • Recognize the potential value of incorporating FP&A services into your business

  • Give examples of essential tools and strategies to succeed in FP&A

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Logan is a finance MBA with several years of CFO level startup experience. His expertise comes from providing financial leadership to dozens of rapidly growing startups, and in that capacity he's aided them in securing millions in funding.

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