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Panel Proposals

Ongoing ESOP Operations

Financial Forecasting Best Practices

Wednesday, April 16, 2025
10:00 AM – 11:00 AM MST
Location: 151
CE: 1
CE Type: CLE, CPE
Education Level: Intermediate
Unlock the key to impressing your valuation firm and building more robust financial projections in this highly practical session! Join us to learn why it’s critical that your valuation firm isn’t the one creating your financial projections. We'll cover effective techniques for forecasting revenue and expenses, dive into the importance of balance sheet projections, and share best practices that can make a big difference. Discover strategies for forecasting capital expenditure and related depreciation, understand why income tax forecasting matters—even for a 100% ESOP-owned S-corporation—and clarify the optimal timeframe for your projections. Don’t miss this opportunity to sharpen your forecasting skills.
NCEO Group: ESOP Finance Working Group
NCEO Newsletter Article: ESOP Valuations: Uncertain Forecasts, Incorrect Earnings Reports, and ESOP Valuation

Learning Objectives:

  1. By the end of this session, participants will be able to apply several key revenue and expense forecasting techniques, producing defensible projections they can confidently provide to their valuation firm.
  2. Upon completion, participants will identify multiple key reasons for balance sheet forecasting and apply techniques to create accurate, supportable forecasts that will enhance cash flow forecasting.
  3. By the end of the session, participants will determine the optimal forecast time frame and recognize why adjustments to the forecasts are essential for use by valuation firms.