Hi there!

In this seminar, you will explore the basic essentials of budgeting including a generic step-by-step process. At the same time, you will also be enabled to explore newer developments that focus on the modern budgetary tools that have emerged during the last decade or so.

Our Speaker:

Sarah Saavedra-Songalia, CPA, RFC, FChFP, MDRT

  • Awarded one of the top 100 most influential FIlipino Women in the world
  • Has achieved 7 consecutive years of MDRT membership
  • With 4 years of COT
  • A woman on a mission to help Filipinos build financial literacy
  • Has worked with individuals and local to multinational companies in successfully managing their operations and investments

Why do you need Budgeting & Forecasting

and how does it help your business

Budgeting

A budget includes revenues and expenses of the organization. Creating and reviewing a master budget for the business will provide a comprehensible breakdown of the company’s finances.

PREPAREDNESS

PREPAREDNESS

Always be prepared to have sufficient funds to cover all of the upcoming operations expenses

IDENTIFICATION

IDENTIFICATION

Identify opportunities to reduce expenses in the company which will eventually increase revenues

FORESEE

FORESEE

Be able to ascertain a break-even point for all expenses as this will avoid spending more than earning

Forecasting

It is a major role to forecast future revenues for the organization as it creates a budget for everything. Using the business past revenues and proper research will be the guidance to predict the future financial outcome.

DECISIONS

DECISIONS

Carefully select a desirable period when to launch a new product to the consumers

PREDICTION

PREDICTION

Envision the current state of the market and economy

CALCULATION

CALCULATION

Calculate the amount of return of investments (ROIs) so that it will be able to cover any losses in the future

From Latest Seminars

Target Audience:

  • New finance professionals and non-finance managers who need to develop a practical understanding of relevant budgeting and forecasting techniques.
  • Professionals seeking to align budgeting more effectively with closely related financial disciplines.
  • Any individual who is, or soon will be, actively involved in budgeting and who want to understand how to make this management tool work to best effect in their organization.

For this price you’ll get:

  • 16 CPD Units
  • Handouts
  • Certificate
  • Lunch and snacks
  • A whole lot of learning 🙂