What accountants get wrong with budgeting and cash flow forecasting
LIVE

UK – Central Southern England

07 February, 2023

7:00 pm - 9:00 pm GMT

Event

What accountants get wrong with budgeting and cash flow forecasting

Location: UK – Central Southern England

  • Format

    Event

  • Type

    Conference

  • Duration

    1h 30m

During this session, Phil Sayers, Founder, Proten Sales Development, will explore the real value to clients of budgeting and forecasting and consider how to build budgets and forecasts that will truly help your clients and keep them sufficiently interested in working with you throughout the year, rather than just at year end.

Full description

Product information

Overview

During this session, Phil Sayers, Founder, Proten Sales Development, will outline typical client budgeting and forecasting scenarios often seen within the accounting profession, highlighting some of the common mistakes made. We’ll explore the real value to clients of budgeting and forecasting and consider how to build budgets and forecasts that will truly help your clients and keep them sufficiently interested in working with you throughout the year, rather than just at year end.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

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Duration:1h 30m
Format:Event
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

Phil Sayers, Founder, Proten Sales Development

Phil Sayers helps accountants and B2B business owners improve the effectiveness of their selling activities and ultimately build a better business. He has worked for, run and owned small businesses, and has worked with accountants for many years, so he understands the mind set it takes to be successful, and understands the pressure that accountants and business owners have to handle every day.

Proten Sales Development provides 1-2-1 and group sales training and there’s even an online, on demand sales training programme “EPIC Selling”. For Accountants who want more intensive support, we also provide 1-2-1 coaching and Mastermind Groups.

Phil also runs the UK sales activity for The Gap, a product designed by accountants to help firms market, sell and deliver advisory services in a structured, scalable and consistent way, delivering real value to clients.

Booking information

  • 07 February, 2023 / 7:00 pm - 9:00 pm GMT

    Location: Hilton Reading, Drake Way, Reading, RG2 0GQ

    Price: £0.00 (CIMA members only)

    £0.00

    VAT calculated based on event location