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WIPFLI - Managing Your Organization’s Finances in Uncertain Times

Tuesday, May 27, 2025
1:00 pm2:30 pm

This session will help organizations leaders learn to use tools to manage finances in every changing environment. In this session we will learn to take budgets to forecasts and use the forecast model to timely understand and react to data. Using this information, you can be proactive about making educated decisions to steer your organization to success.

Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Accounting
CPE: 1.5 credits

Learning Objectives

1. Discuss ways to utilize budgets and forecasting to react to changing finances.

2. Examine a real-life example and see how to use tips learned.

3. Identify areas where forecasting could adjust through change.

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