FP&A 101 - An Introduction to Financial Planning and Analysis

Richard Cascarino Instructor:
Richard Cascarino 
Monday, September 14, 2026
09:00 AM PDT | 12:00 PM EDT
60 Minutes
Webinar ID: 504776

More Trainings by this Expert

Price Details
Live Webinar
$149 One Attendee
$299 Corporate Live
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

FP&A Analysis involves consideration of economic and business trends, reviews of past company performance, and attempts to anticipate obstacles and potential problems, all with an eye toward forecasting a company’s future financial results.

Why should you Attend:
Corporate Financial Analysts are charged with examining, analyzing, and evaluating the entirety of a corporation’s financial activities, and mapping out the company’s financial future.

Areas Covered in the Session:
Corporate financial planning and analysis professionals are a group that has to be able to read and truly understand a company’s financial statements - balance sheets, cash flow statements, income statements, and in the case of public companies, shareholders’ equity statements.

Analysts must understand the interrelated aspects of debits and credits and be able to calculate and evaluate key financial ratios in order to determine where the company stands financially, and how best to move forward from there.

In this introductory webinar we will cover:

  • Conceptual Framework
  • Balance Sheets, Cash Flows and Financial Statements
  • Divisions of the Ledger
  • Primary Ratios
  • Data Analytics
  • Analysis tools and techniques

Who Will Benefit:
  • All Accountants, Managers and Auditors who are seeking to move into Financial Planning and Analysis

Speaker Profile
Richard E. Cascarino, MBA, CIA, CISM, CFE, CRMA Well known in international auditing, Richard is a principal of Richard Cascarino & Associates based in Colorado, USA and Johannesburg, South Africa with over 32 years of experience in audit training and consultancy. He is a regular speaker to National and International conferences and has presented courses throughout Africa, Europe, the Middle East and the USA. Richard is a Past President of the Institute of Internal Auditors in South Africa, was the founding Regional Director of the Southern African Region of the IIA-Inc and is a member of ISACA, and the Association of Certified Fraud Examiners, where he was a member of the Board of Regents for Higher Education.

Richard was Chairman of the Audit Committee of Gauteng cluster 2 (Premier's office, Shared Services and Health) in Johannesburg and was also the Chairman of the Audit and Risk Committee of the Department of Public Enterprises in South Africa


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