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FP&A Essentials

Virtual Seminar


Wednesdays, June 6 - 27, 2018
11:00 AM - 1:00 PM Eastern Standard Time

$700 | $800
Register Now

Finance professionals who are able to transform data into actionable knowledge are in demand. Treasury professionals have also witnessed the scope of their responsibilities increase dramatically. Treasury departments continue to assume new roles including capital structure planning, enterprise-wide risk management and are increasingly participating in the formulation of comprehensive, long-term business strategies.

In this five-part series, explore key topics in FP&A that will help participants excel in your job and drive the organization’s future growth.

Wednesday, June 6: Strategy, Organization, Industry
Finance professionals use information to create actionable business intelligence. Providing analysis and recommendations about how the organization can create value begins with an understanding of strategy. This session addresses the way the strategic value proposition interacts with the specifics of the organization. 
Key concepts covered include:

  • FP&A’s connection to overall strategy
  • Strategy development
  • Interactions between industry, value drivers, and business strategy
  • Links between strategy and the modeling process

Wednesday, June 13: Planning and Analysis of Budgets
An understanding of budgets, demand, and cost structure is essential. Developing financial models may require forecasts of variables ranging from product demand to pricing to staffing costs. Participants learn about the factors that influence product demand and pricing, types of cost, cost allocation, and cost-volume-profit analysis.
Key concepts covered include:

  • Demand and price elasticity
  • Cost behavior patterns
  • Cost classification
  • Cost-volume-profit analysis, scenarios and sensitivity analysis
  • Variance analysis of budget and actual results

Wednesday, June 20: Overall Modeling Process
The power of a financial model comes from the ability to change the inputs and analyze the impact on outputs. Learn how to ensure the model building identifies all of the inputs, variables, indirect consequences and interrelationships of the business opportunity or situation. Determine the crucial aspects and analyzing information.
Key concepts covered include:

  • The process of determining the desired outputs, gathering data
  • Identifying outliers in the data
  • Refining assumptions and scope
  • Developing scenarios
  • Analyzing risks and opportunities
  • Model building and design

Wednesday, June 27: Worksheets and Building Financial Projections
Projections are the basis for business decisions. The decision to enter a new market, acquire another firm, or build a new plant will be based on forecasted cash inflows and outflows. Discover what is needed to assemble data and build forecasts that drive the various functions in an organization. Participants learn how to interpret and use financial projections. 
Key concepts covered include:

  • Forecasting methods
  • Financial statement projections
  • Valuing projects
  • Syntax for common worksheet functions
  • Pivot tables
  • Data validation


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Jim Washam, PhD, CTP, FP&A
Associate Dean and Director of Undergraduate Programs, College of Business, Arkansas State University

Dr. Washam serves as Associate Dean, Director of Undergraduate Programs, and a member of the Finance faculty at Arkansas State University. His primary teaching areas include corporate finance, fixed income markets, cash management, and international financial markets.

Dr. Washam is a Certified Treasury Professional (CTP) and has served as Vice President of the Mid South Association for Financial Professionals. He has served the national AFP as a member of the Pinnacle Award committee, a CCM hotline volunteer, and as a member of the AFP's CCM Review and CME faculty. Dr. Washam holds a Ph.D. in finance from the University of Mississippi.