Budgeting & Forecasting: Plan for Profit & Growth

Financial planning isn’t about creating a spreadsheet. It’s about understanding how your business works financially, testing your assumptions, and making better decisions. 

In this practical, jargon-free webinar, you’ll learn how to build a realistic budget and forecast by understanding the key financial drivers of your business. Using a simple planning framework, you’ll discover what your business needs to achieve to survive, what it will take to thrive, and how to turn your ambitions into a practical financial plan.

You’ll also receive the Plan to Thrive tool. You decide the key inputs, and the tool makes the impact visible, helping you test scenarios, understand the consequences of different decisions, and turn your budget into a practical tool for planning and growth.

What You’ll Learn
Why Budget? And Why We Avoid It
Discover why budgeting often feels overwhelming, challenge some common misconceptions, and see how a different approach to financial planning can give you greater confidence and control.
Understand How Your Business Works Financially
Discover how the key financial drivers of your business fit together, from revenue and costs to contribution and break-even, giving you the understanding to build your financial plan.
Plan to Survive… and Then to Thrive
Learn how to use this understanding to compare your forecast with your break-even point, set meaningful profit targets, and plan for sustainable profit and growth.
Turn Your Budget into a Decision-Making Tool
Discover how to use your financial plan to review performance, understand what’s driving your results, adapt your plans, and make confident business decisions throughout the year.
Put It into Practice with the Plan to Thrive Tool
Discover how the Plan to Thrive tool transforms a handful of simple inputs into a practical financial plan, automatically calculating the key measures needed to test scenarios, track progress, and
make better business decisions.

Key Takeaways
• A fresh perspective on budgeting and forecasting as part of a wider financial planning process
• A clear understanding of the key financial drivers of your business
• A practical framework for planning to survive… and then to thrive
• The confidence to build and use a realistic financial plan
• The Plan to Thrive tool to support planning, decision-making and growth
• A practical approach to using your numbers to make better business decisions

About the Speaker
Dr Jacinda Read is a former CFO and university lecturer, and the founder of Cash Flow Coach. With over 20 years’ experience leading finance functions in growing businesses, she specialises in practical, jargon-free finance training that helps business owners understand their numbers and build financial confidence.

Drawing on extensive real-world experience, Jacinda has delivered workshops and webinars for programmes including Help to Grow and Create Growth, as well as for growth hubs, universities and business support organisations across the UK. Her engaging, down-to-earth style combines practical tools with real business insight, helping business owners develop the confidence and planning skills they need to make informed decisions and support sustainable business growth.

For enquires, e-mail us on bgevents@bizgateway.org.uk

There will also be the opportunity to ask questions during the workshop.

Once you have registered, joining instructions will be sent separately.