Financial Planning & Analysis (FP&A): Forecasting, Budgeting and Strategic Planning in Practice – 17 November 2024

Name: Financial Planning & Analysis (FP&A): Forecasting, Budgeting and Strategic Planning in Practice - 17 November 2024 - cpd.myciba.org
SKU: MAN008
Price: 345.00 ZAR
Availability: InStock

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.

Date:

17 November, 2025

Time:

13:00

Hours:

2 hours

CPD Units:

Category:

Management Accounting, Strategist

Group:

Channel 1: Compliance

Format:

Live Event

Financial Planning & Analysis (FP&A): Forecasting, Budgeting and Strategic Planning in Practice - 17 November 2024

R345,00 VAT incl.

Product Information

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.

Presenter/s

Michelle de Lange

Michelle de Lange a globally recognised Senior Lecturer in Management Accounting, Michelle shapes future professionals with award-winning dedication and excellence.

What will set you apart

By attending, delegates will:

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

1. Why FP&A Matters Today

The shift from reporting history to shaping the future
What executives and boards actually want from FP&A

2. Building the Forecast

Key forecasting models explained simply
Practical demo: projecting revenue, costs, and cash flow
Group case study: fixing a broken forecast

3. Smart Budgeting

Static vs. rolling budgets and what works in volatile markets
Variance analysis: spotting trouble before it escalates
Hands-on template: rolling budget tracker

4. FP&A as a Strategic Tool

Linking financial plans to strategy and growth
How to communicate insights to executives and boards
Career booster: positioning yourself as the finance strategist

5. Turning FP&A Into a Service

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

Certificate

The following event is awarded 3 CPD units in Management Accounting and Strategist.