Financial Planning & Analysis (FP&A): Forecasting, Budgeting and Strategic Planning in Practice
FP&A is no longer just about producing spreadsheets. It is about shaping the future of the business. This session equips accountants and finance professionals with practical tools to forecast, budget, and plan with confidence, while showing them how FP&A can become a career accelerator and a value-adding service line.
What will set you apart
By completing this course you will gain the following competencies
- Master the core building blocks of FP&A: forecasting, budgeting, variance analysis, and strategic planning.
- Learn practical forecasting techniques to predict revenue, expenses, and cash flow more accurately.
- See how to build a rolling budget and forecast model that adjusts to market shifts.
- Understand the link between FP&A and executive decision-making and how to speak the language of boards and CFOs.
- Discover how FP&A can boost their career profile or become a sellable service in practice.
Event breakdown
- The shift from reporting history to shaping the future
- What executives and boards actually want from FP&A
- Key forecasting models explained simply
- Practical demo: projecting revenue, costs, and cash flow
- Group case study: fixing a broken forecast
- Static vs. rolling budgets and what works in volatile markets
- Variance analysis: spotting trouble before it escalates
- Hands-on template: rolling budget tracker
- Linking financial plans to strategy and growth
- How to communicate insights to executives and boards
- Career booster: positioning yourself as the finance strategist
- For accountants in practice: how to package FP&A as an advisory offering
- Pricing models and quick-win deliverables
- How to pitch FP&A to clients who only think about compliance
Description
Finance teams and accountants are under pressure. Executives expect sharper forecasts, tighter budgets, and strategic insights that go beyond compliance reporting. Yet too often, FP&A is treated as a mechanical task instead of a business-critical function.
In this session, Michelle de Lange shows you how to elevate FP&A into a strategic advisory role. Packed with real-world examples, this CPD focuses on what works in practice: building rolling forecasts, managing budget variances, and providing insights that drive decisions.
Presenters
Michelle de Lange — Michelle
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Management Accounting.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser