1 CPE Capital budgeting is a key strategic process that ensures capital is deployed to only those opportunities that have a high probability of meeting or exceeding the expectations for return. It is also a process that ensures that scarce capital resources are deployed to the highest yield opportunities across the organization. This course covers how to establish a capital budgeting process from conducting due diligence to communicating and facilitating discussions of capital investment opportunities with decision makers.
In this capital budgeting course, we walk through how to develop assumptions, prepare the capital budgeting analysis, and quantify risk using tornado charts and monte-carlo simulation analysis. We also discuss the financing implications of capital investment opportunities by looking at lease versus buy analysis, a related but often confused part of capital budgeting.
Learning Objectives
- Discover how to prepare a capital budgeting analysis.
- Discover how to identify and calculate the appropriate discount rate for capital budgeting analysis.
- Discover how to prepare a decision package for a capital budgeting decision including a quantification of risk.
- Identify assumptions that explore and document the range of potential outcomes.
- Discover how to prepare lease versus buy analysis.
Last updated/reviewed: August 21, 2023
- 1. Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
- 2. Chapter 11 Bankruptcy: Clawback Provisions and Defenses
- 3. Predictive Analytics – An Introduction to Business Forecasting
- 4. Business Continuity Planning - Understanding The Risks and Rewards
- 5. Evaluating Performance using Standard Costing and Variances
- 6. Diversifying a Payment Strategy with Purchasing Cards and Electronic Payables
- 7. Securities and Exchange Commission: Rulemaking and the Enforcement Process
- 8. Module Two in Financial Intelligence: The Balance Sheet and Cash Flow Statements – Back to Basics Series
- 9. Applied Executive Ed: Building Effective Organizations
- 10. Applied Executive Ed: Foundations of Business Strategy
29 Reviews (95 ratings)
Reviews
Martin Williams
(Finance Manager at think global Milengo GmbH)
The course is very interesting. A lot of material is covered in a very short time. It is somewhat like "scratch and sniff". I understood a lot, but implementing what was learned will cost me some time. I did not like the loud music at the beginning and end of each video.
Dennis R. Callahan
(CFO, Financial Reporting, Budgets, Inter.. at CFO Services | Fractional CFO, Financial..)
I have listened to may instructors in my CPA CPE quest, this go round.
There were several very good courses and presentations available, but Mr. Cook is the most captivating liveliest and most knowledgeable in the of all I have heard.
Dennis Callahan, MBA, CPA
Anonymous
(Consultant)
This instructor never disappoints me. There are some good tips on building a capital budget. There is also discussion on some Excel functions that I have never even heard of. The Excel file with formulas included in this course is also very helpful.
Samuel Epp
(CONTRACT ACCOUNTANT at Samuel Epp)
This course actually gives information that is helpful in understanding more advance concepts of capital budgeting. Unlike some classes I have taken that only give an overview and no practical knowledge.
Anonymous
(Director)
Another great course from Blair Cook in which he covers a lot of material and touches upon many different financial concepts and calculations. This is a great over-view of capital budgeting.
Sabir Khan
(Admin at IT)
Hard Core course that requires active learning and participation.I took it twice to review and understand concepts.More attention paid to course rewards more knowledge and depth of topics.
Anonymous
()
The information was good, but I didn't care for the enthusiastic cadence of the presenter. I'm sure he was trying to keep dry material interesting, but I found it distracting.
Lorna Fisher
(Retired Finance Professional with active.. at Retired and enjoying time to pursue pers..)
Very helpful information in order to improve capital budgeting decisions. There was enough information given that you can explore more in-depth after the class.
Anonymous
(Controller)
This is a great overview for some advanced topics for capital budgeting. Seems very applicable for large investment acquisitions.
Anonymous
(Accountant)
Interesting look at capital budgeting. Discusses some analyses you can do and the assumptions they rely on for capital budgeting.
Collin Thomas
(None at None)
great speaker - clear points. Wish the course were longer and went into more detail on the points that were covered quickly.
Anonymous
(Senior Financial Analyst)
The instructor always does a great job explains the material. He was enthusiastic and conveyed the material clearly.
Daniel McElhaney
(Financial Reporting Analyst at Salt River Pima-Maricopa Indian Communit..)
This helped me understand a lot of finance terms I have struggled with. Great presentation by the instructor too.
Joel Barton
(None at In Transition)
Great presentation, succinct, clear, to the point
Slides clean, not cluttered with too much info, to the point
Anonymous
()
It was a lot of high finance concepts packed into an hour, but will be something I definitely refer back to.
Geraldine Clayton
(Controller at MEI Technologies, Inc.)
Liked the review. Those wanting to create capital budgets and communicate them properly will benefit.
Anonymous
(CFO)
Excellent training. Covered complicated material in a concise presentation and was very informative.
Anonymous
(Senior Accountant (Financial Report,Plan..)
This course is good,he assisted me to understand some calculation I have forgotten
Anonymous
(CFO)
Blair Cook provides insightful and practical knowledge for a finance professional
Terri Salazar-Rodriguez
(None at None)
So much material in 1 hour. Think it would be beneficial to break into 2 lessons.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
Covers a lot of ground and terms. Seemed more theory than real world.
Anonymous
(Director, FP&A)
What surprised me is how detailed the material was and relevant.
Anonymous
(Director of Accounting and Finance)
Good review of basic financial maangement
Anonymous
(Partner)
Good course for first year MBA students.
Anonymous
(Finance)
great insight into capital budgeting.
Pablo Dobes
(Analista Sr. de Costos at VF Jeanswear)
very useful to my work.
Anonymous
(Director - Transaction Services)
Overall good course.
Anonymous
(-)
Great content.
Anonymous
(Sr. Institutional Fixed Income Trader)
Thanks
Prerequisites
Course Complexity: Advanced
Prerequisite: Previous experience in finance
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Blair CookDirector of Clarke Inc
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
© 2024 Illumeo, Inc.