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A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
A/B
Suggested Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Recent Searches
No recent searches found.
Similar Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Suggested Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Course Details

Financial Forecasting: Tools and Applications (Business Forecasting) - v12 (Course Id 1756)

QAS / Registry
  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 103 ||| Review Questions: 42 ||| Final Exam Questions: 40
CPE Credits : 8.0
IRS Credits : 0
Price : $71.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1756

Description :

Business and financial forecasting is of extreme importance to managers at practically all levels. It is required for top managers to make long-term strategic decisions. Middle management uses sales forecasts to develop their departmental budgets. Every other plan such as a production plan, purchasing plan, manpower plan, and financial plan follows from demand forecasting.  The critical element in any supply chain plan is the demand forecast.

The goal of this course is to provide a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size. We walk you through basic forecasting methodology, and then practical applications.  It encompasses a wide range of topics of major importance to practical managers in all functional areas, including cash flow forecasting, cost prediction, earnings forecasts, bankruptcy prediction, foreign exchange forecasting, interest rate forecasting, and technological forecasting. 

Usage Rank : 24167
Release : 2022
Version : 1.0
Prerequisites : Basic Accounting.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 25-Jan-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1756

Keywords : Finance, Financial, Forecasting, Tools, Applications, Business, Forecasting, v12, cpe, cpa, online course
Learning Objectives :

Chapter 1
Forecasting and Managerial Planning

After studying this chapter, you will be able to:
    1. Identify various aspects of forecasting methods.

Chapter 2
Forecasting, Budgeting, and Business Valuation

After studying this chapter, you will be able to:
    1. Identify the important steps to budgeting.
    2. Recognize the value of sensitivity analysis.
    3. Identify factors in the computation of business valuation.

Chapter 3
Moving Averages and Smoothing Methods

After studying this chapter, you will be able to:
    1. Recognize the features of naive forecasting models.
    2. Recognize smoothing techniques.

Chapter 4
Time Series Analysis, Classical Decomposition, and Forecasting with No Data

After studying this chapter, you will be able to:
    1. Identify the basic components of the time series data.
    2. Recognize the steps to perform decomposition of time series.
    3. Recognize life cycle stages for new products.

Chapter 5
Indirect Methods and Evaluating Forecasts

After studying this chapter, you will be able to:
    1. Identify assumptions use to forecast sales with the Markov model.
    2. Understand the value of performing market surveys for forecasting.
    3. Recognize methods of comparing a predicted forecast change with the observed change.
    4. Identify how to measure and rank accuracy of forecasts.

Chapter 6
Sales and Revenue Forecasting, and Forecasting the Economy

After studying this chapter, you will be able to:
    1. Identify the value of a combination method of sales forecasting.
    2. Recognize the use of different econometric models.
    3. Identify some sources of economic data that can be used to improve forecasts.

Chapter 7
Financial Forecasting

After studying this chapter, you will be able to:
    1. Identify the steps in projecting financial needs for the firm.
    2. Recognize the implication of earnings forecasts and the Sarbanes-Oxley Act requirements.
    3. Identify different sources provided from security analysts for earnings projections.
    4. Identify benefits and methods of forecasting the cash collection pattern.

Chapter 8
Cost Behavior, Cost Prediction , and Bankruptcy Prediction

After studying this chapter, you will be able to:
    1. Differentiate the costs found in a company.
    2. Recognize different methods for estimating costs.
    3. Identify bankruptcy prediction models and the limitations of some methodologies.

Chapter 9
Forecasting Foreign Exchange Rates

After studying this chapter, you will be able to:
    1. Recognize the reasons for managers to forecast the foreign exchange rates.

Chapter 10
Interest Rate and Technological Forecasting

After studying this chapter, you will be able to:
    1. Identify the different aspects of interest rate forecasts.
    2. Identify characteristics and accuracy of technological forecasting.
    3. Identify the trends that affect the future of forecasting.
Course Contents :

Chapter 1:    Forecasting and Managerial Planning

Learning Objectives

Who Uses Forecasts?

Types of Forecasts

Forecasting Methods

The Qualitative Approach

Common Features and Assumptions Inherent in Forecasting

Steps in the Forecasting Process

Chapter 1 Review Questions

Chapter 2:    Forecasting, Budgeting, and Business Valuation

Learning Objectives

The Master Budget

Forecasting and Business Valuation

Conclusion

Chapter 2 Review Questions

Chapter 3:    Moving Averages and Smoothing Methods

Learning Objectives

Naive Models

Smoothing Techniques

Regression Analysis

Conclusion

Chapter 3 Review Questions

Chapter 4:    Time Series Analysis, Classical Decomposition, and Forecasting with No Data

Learning Objectives

Trend Analysis

Forecasting Using Decomposition of Time Series

Forecasting With No Data

Chapter 4 Review Questions

Chapter 5:    Indirect Methods and Evaluating Forecasts

Learning Objectives

Forecasting Sales with the Markov Model

Indirect methods

Evaluation of Forecasts

Chapter 5 Review Questions

Chapter 6:    Sales and Revenue Forecasting, and Forecasting the Economy

Learning Objectives

Dependent and Independent Demand

Purposes, Concepts, and Methods of Forecasts

Basic Forecasting Methods

Sales Forecasting: A Combined Process

Forecasting the Economy

Chapter 6 Review Questions

Chapter 7:    Financial Forecasting

Learning Objectives

The Percent-of-Sales Method for Financial Forecasting

The CPA’s Responsibility for Prospective Financial Statements

Earnings Forecast

Cash Flow Forecasting

Total cash receipts

Chapter 7 Review Questions

Chapter 8:    Cost Behavior,  Cost Prediction , and Bankruptcy Prediction

Learning Objectives

A Look at Costs by Behavior

Bankruptcy Prediction

Chapter 8 Review Questions

Chapter 9:    Forecasting Foreign Exchange Rates

Learning Objectives

Why Forecast Exchange Rates?

Some Basic Terms and Relationships

Forecasting Techniques

A Framework for Evaluating Forecasts

Conclusion

Chapter 9 Review Questions

Chapter 10:    Interest Rate and Technological Forecasting

Learning Objectives

Interest Rate Fundamentals

Statistical Methodology and a Sample Model

Technological Forecasting

Accuracy of Technological Forecasting

S-Curve as a Guide for Technology Forecasting

Methodology of Technological Forecasting

An Evaluation

Forecasting in the 21st Century

Conclusion

Chapter 10 Review Questions

Appendix

Glossary

CPE Finance Course: https://www.cpethink.com/cpe-for-cpas
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