Learning Objectives: 

1. Define the objectives of business-driver-based rolling forecasts.

2. Demonstrate the use of a variety of forecasting techniques, including regression analysis
methods, learning curve analysis, time series analysis, smoothing methods (such as moving
averages and exponential smoothing) and Holt-Winters’ forecasting method.

3.  Identify factors for developing a forecast model.

4. Review the importance of continuous improvement and how it is supported by a flexible planning
process grounded in driver-based rolling forecasts. 

Description: Forecasting Techniques will help you develop a forecasting model by focusing on different elements of forecasting. Define the objectives of business-driver-based rolling forecasts, use different methods and analyses in preparing your forecasting model, and review the importance of continuous improvement and a flexible planning process when developing your forecasts. This product is available for 1 year after purchase date.

CPE: 3.4

Field of Study: Finance

Knowledge Level: Intermediate

Prerequisite: Work experience in a professional staff environment or educational studies in accounting, business, or a related field.

Advance Preparation: None

Release Date: 08/30/21

NASBA CPE Information and Complaint Resolution and Refund Policy: Link

Official NASBA Sponsor Statement: Institute of Management Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Learning Objectives: 

1. Describe the three spending categories and how to better control elective activity costs. 

2.  Recognize the difference between strategic and traditional budgeting approaches. 

3. Apply data analysis and other innovative techniques to budgeting initiatives. 

4. Identify a firm’s key strategic success factors in the context of the Balanced Scorecard, which may be linked to operating budgets.

5. Indicate the various budget measurement tools for planning and control.

Description: Strategic Budgeting enables you to increase your value in your organization by developing strategic budgeting skills and aligning your operating budget with strategic initiatives. Throughout the course, you will work through various lessons that allow you to identify the difference between traditional budgeting and strategic budgeting, apply data analysis and other innovative approaches to budgeting, work within the context of the Balanced Scorecard (BSC) approach, and connect budgeting with planning and forecasting. This product is available for 1 year after purchase date.

CPE: 2.2

Field of Study: Finance

Knowledge Level: Intermediate

Prerequisite: Work experience in a professional staff environment or educational studies in accounting, business, or a related field.

Advance Preparation: None

Release Date: 08/30/21

NASBA CPE Information and Complaint Resolution and Refund Policy: Link

Official NASBA Sponsor Statement: Institute of Management Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Learning Objectives: 1. Define the key steps and activities included in the strategic planning process.

 2. Recognize the contributions that a management accountant can make to various aspects of the
planning process.

3. Identify current practices for strategic planning, including data analysis and communication
techniques.

Description: Strategic Planning explores the role of the management accountant in the strategic planning process. Throughout the course, you will identify various challenges relating to strategic planning, and review best practices and key steps in successfully completing the strategic plan. Take the lead in your organization by contributing to its strategic plan and drive performance. .This product is available for 1 year after purchase date.

CPE: 2.0

Field of Study: Finance

Knowledge Level: Intermediate

Prerequisite: Work experience in a professional staff environment or educational studies in accounting, business, project management, or a related field.

Advance Preparation: None

Release Date: 08/30/21

NASBA CPE Information and Complaint Resolution and Refund Policy: Link

Official NASBA Sponsor Statement: Institute of Management Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.