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Budgeting and Forecasting Online Workshop

June 26 - June 28

Budgeting and Forecasting Online Workshop

This intensive 2-day Online Workshop will help you understand the elements of budgeting and forecasting.  It covers the budget formulation process, develops tools for budgeting, and benefits from these tools.  Also, we will discuss how to control the budget through financial targets and cost control.  This course is designed for managers and department leaders that prepare budgets and monthly forecasts.  Budgeting is an organization’s process for defining its plan and direction in financial terms.  It helps to allocate resources, set goals, and determine the actions required to achieve these goals.

Course Overview

Attendees will learn the use of developing a budget, creating a statement of cash flows, and defining cash flow forecasts to track and project future monthly cash needs, as well as forward-looking financial projections. Additionally, we design our workshops to fit our clients’ needs and objectives. Therefore, our workshops include hands-on exercises and sufficient practice to gain the finance skills to be successful. Furthermore, we provide follow-up consulting for up to 60 days after the participants have finished the workshop to address any questions and issues. The course work includes:

  • Cash vs. accrual accounting
  • Cash flow analysis
  • Break-even analysis
  • Understanding the Balance sheet
  • Profit and Loss (P&L) statements



Target Audience

    • Startup Founders
    • Business Owners
    • Service Providers
    • Departmental Managers
    • Anyone responsible for budgeting decisions

Learning Outcomes

After successful completion of this workshop, the participant shall be able to:

  • Learn how to present ideas in financial terms for greater impact
  • Understand the fundamentals of finance and accounting
  • Understand cash basis versus accrual basis accounting
  • Calculate breakeven and feasibility
  • Learn how to read Financial Statements – P&L, Cash Flow, and Balance Sheet
  • Prepare and analyze budgets
  • Understand standard practices, language, and terms of accounting
  • Learn how to present ideas in financial terms for greater impact
  • How to increase your competitive position by understanding the numbers

Professional Development Units/Hours (PDUs) Awarded

    • 16 PDUs (1 hour = 1 PDU)

To register – email info@pm-workshops.com

Presenter – Mike Doherty

Mike Doherty, the co-founder of PM-Workshops, has a long history of business development, strategy, and planning. Mike has launched and managed several ventures personally, so he understands the challenges of managing day-to-day operations while remaining focused on growth opportunities and the bottom line. He has also worked as an investor and a lender recognizing the demands and expectations these parties bring to the mix. Mike’s clients benefit from both perspectives.

To register – email info@understandingecommerce.com.

Budgeting and Forecasting Online Workshop

Online Courses for Professional Development

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June 26
June 28
Event Category:


Online Learning
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