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Forecasting for Financial Success – Hosted by CLA

September 6, 2023 @ 12:00 pm - 1:00 pm

Where do you want your organization to be in one, five, or 10 years? Do you have the processes, technology, and people to get you there? Are your plans and strategies realistic and achievable?

Join our webinar to learn to unlock the power of financial forecasting and transform your business strategy. Attend to learn how to assess various scenarios, prepare for investors, comprehend risks, and make strategic decisions such as hiring plans and timing capital expenditures.

Our panel will provide practical tips and strategies for leveraging forecasting and financial modeling to make better business decisions and help achieve your near and long-term goals.

At the end of this session, you will be able to:

  • Discuss recommended practices for creating accurate, reliable, and comprehensive financial models
  • Recognize how financial models are an indispensable business tool, providing insights beyond budgeting and forecasting
  • Identify how to create a detailed cash flow forecast, monitor cash inflows and outflows, and adjust for sufficient liquidity
  • Identify the talent strategies and hiring plans you need to achieve your long-term goals
  • Recall how to use statistics, machine learning, and artificial intelligence to help make forecasting more accurate, efficient, and integrated


Lori Demeyer, Manager
Patricia Tatro, BizOps Chief Financial Officer
Alex White, Data Scientist Manager
AJ Monterrosa, Principal


September 6, 2023
12:00 pm - 1:00 pm