Overview

You might be hearing from various media outlets that the global economic prospect is not looking good. “Recession” isn’t a word anyone wants to think about. Goldman Sachs Senior Chairman Lloyd Blankfein—widely regarded as a financial wizard, is encouraging both big companies and consumers to be prepared. Given there are too many unknowns to simply hope for the best, organizations of all sizes should be prepared.

Does your organization have the tools to plan ahead in these uncertain time? Additionally, a lot of organizations are already understaffed, so “rightsizing” might not be enough. Organizations might need to leverage technology to plan and automate operations. Join Marcum Technology as we review FP&A technology, like Planful, to help you plan ahead with forecasting and scenario planning.

Learning Objectives

In this session, participants will:

  •  Review guidelines for an effective forecasting and create “What-If” scenario
  •  Review how continuous planning can help deliver better success
  •  Review how planful supports budgeting and planning.

Presenters

Buu-Linh Tran, Vice President – Financial Solutions, Marcum Technology

CPE CREDITS

Program Description Is “Rightsizing” Your Operation Enough?
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:

  • Review guidelines for an effective forecasting and create “What-If” scenario
  • Review how continuous planning can help deliver better success
  • Review how planful supports budgeting and planning.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study omputer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
FEE None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP 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.