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CGMA Essentials (83)

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Corporate finance & treasury management

Reimagine Finance Transformation and Mergers and Acquisitions

Reimagine Finance Transformation and Mergers and Acquisitions

The pandemic has been the catalyst for frequent change in the accounting and finance profession. Your organization can thrive when it fully embraces change and transformation.

There are no upcoming dates for this Webcast

Planning, forecasting & budgeting

Pensions Developments, update by Zurich

Pensions Developments, update by Zurich

Location:

The Master Trust: Driving better outcomes for members

There are no upcoming dates for this Event

ERP for the SME
LIVE

Event

Strategy

ERP for the SME

ERP for the SME

Location:

Introduction to ERP (Enterprise Resource Planning) for the SME

There are no upcoming dates for this Event

Planning, forecasting & budgeting

Understanding the Bottom Line of the Supply Chain

£53.00

Understanding the Bottom Line of the Supply Chain

Webcast: 18 April, 2023 | 3:00 pm - 4:00 pm GMT

Supply chain disruptions continue. Learn the root causes, consequences, solutions and predictions on the future from a U.S. port expert.

£53.00 (CIMA members only)

£64.00

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Planning, forecasting & budgeting

2023 Best Financial Planning Ideas for Your Clients

2023 Best Financial Planning Ideas for Your Clients

Leading CPA financial partners share how they’re planning to tackle the year ahead to best serve their clients.

There are no upcoming dates for this Webcast

Planning, forecasting & budgeting

Grantor trust planning: The issues, the strategies, and the threats to bring it down

Grantor trust planning: The issues, the strategies, and the threats to bring it down

Grantor trusts are among the most effective tax planning tools available today. Learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts.

There are no upcoming dates for this Webcast

Forecasting and Predictive Analytics Certificate

Data analytics

Course

Data analytics

Forecasting and Predictive Analytics Certificate

£559.00

Forecasting and Predictive Analytics Certificate

Gain the fundamental techniques used for predictive analytics, so you can implement an analytics practice in a practical way that will equip you to deploy those tools as needed within your organization.

£559.00 (CIMA members only)

£699.00

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Tax strategy, planning, compliance

Maximizing Retirement Savings: Thoughtful Distribution Techniques

Maximizing Retirement Savings: Thoughtful Distribution Techniques

The lackluster performance of the markets, higher inflation, and increasing interest rates make retirement planning critical for retirees to ensure that their wealth will cover their needs.

There are no upcoming dates for this Webcast

Planning, forecasting & budgeting

Practical Planning Strategies for the Mass Affluent in 2022

Practical Planning Strategies for the Mass Affluent in 2022

Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually.

There are no upcoming dates for this Webcast

MBAexpress: Best Practices for Better Budgeting and Planning

Planning, forecasting & budgeting

Course

Planning, forecasting & budgeting

MBAexpress: Best Practices for Better Budgeting and Planning

£29.00

MBAexpress: Best Practices for Better Budgeting and Planning

Instructors: Peter Margaritis, CPA, CGMA, MAc; Jennifer Elder

This course will help you turn forecasting and budgeting into a positive planning process that helps your organisation achieve its strategic goals.

£29.00 (CIMA members only)

£39.00

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