Forecasting for Improved Profits, Working Capital, and Decision Analysis


A successful organization has a vision that describes the direction and overriding goal for an organization. The vision must be evaluated, critiqued, and measured. Forecasting and projections will be an integral part of determining the viability of the vision. This course will provide tools and techniques for CPAs to learn and improve forecasting and projection methodologies to help their company reach its goals.


  • Overview of the forecasting process
  • Driver based planning
  • Monte Carlo simulations
  • Integrating projections and performance management
  • Budgets, annual operating plans, rolling forecasts, and zero based budgeting
  • The power of visual presentations


  • Recall the basics of planning and forecasting financial statements.
  • Recognize the key drivers of financial performance.
  • Apply scenario analysis to your planning.
  • Recognize how to analyze projected or forecasted financial statements.
  • Identify the best method to present and communicate business projections.

Designed For

Financial professionals responsible for preparing financial forecasts, controllers, and CFOs


Joselin Martin

Joselin R. Martin, CPA, CGMA, CCIFP True North CFO LLC / Baltimore, MD

Joselin Martin is the CEO of True North CFO consulting services, partnering with company leadership to identify and meet strategic, operational and financial goals.

Prior to founding True North, Ms. Martin was a construction CFO for over 20 years. She previously worked in public accounting and taught at the university level. She has served on several boards, including the Maryland Association of CPAs, and as the chair of both the AICPA America Regional Advisory Panel and the Institute for Certified Construction Industry Professionals. She was recognized as a 2019 AIPCA/MACPA Experienced Woman to Watch.