Financial Planning and Analysis 101

Event: Live Webinar
Event Date: May 27, 2024
Presenter: Richard E Cascarino
Event Time: 1:00 PM EST
Duration:60 Minutes


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.

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.

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.

Session Highlights:

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

Learning Objectives

This webinar is designed to give you basic knowledge of FP&A & help you to understand about working of FP&A function within a company. It serves as an introduction to our Financial Planning and Analysis (FP&A) Bootcamp. The job of managing a corporation’s cash flow typically falls to its FP&A team and its Chief Financial Officer (CFO).

Who Should Attend

  • All Accountants
  • Managers
  • CPA’s & EA’s
  • 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 at 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 is currently the Chairman of the Audit and Risk Committee of the Department of Public Enterprises in South Africa.