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Wednesday, August 13, 2025 Live Webcast

360° Budgeting: Mastering the Budget Process (E2508033)

8:30 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

ON24

8 CPE Credits in AA

OVERVIEW

In many organizations the budget is a necessary evil. Is it possible to enhance the budget to be more effective and efficient? We will show you how. This seminar focuses on improving the entire budget process including how to prevent budgeting missteps, creating flexible budget models and how to deal with budgeting’s people issues. Organizations often fall into the trap of following the same steps of annual budgeting without weeding out the flaws that creep in. For large and small organizations looking to refresh the results, purpose, and engagement of their budgeting, several key tools will be discussed.

DESIGNED FOR

This seminar is for anyone involved with the budget process; including CFOs, COOs, Controllers, CEOs, accountants, Board members, consultants and those who advise them.

BENEFITS

Learn more about the keys of successful budgets. This seminar will show you a step-by-step method to improve the entire budget process.

HIGHLIGHTS

  • What are the steps we can take to budget for external factors beyond our control?
  • Common budgetary problems and discussion of solutions
  • How to build a flexible budget model that works
  • How to build a volume sensitive model
  • Budgeting to GAAP and for the Board to understand
  • Efficiently modeling payroll and benefits
  • Identifying controllable and uncontrollable expense
  • Using key variables to stress-test your budget
  • Managing and coping with the budget team
  • Effectively dealing with the A, B, C and other players
  • How to communicate so others can understand the budget
  • Tips and tricks for budget presentations.

COURSE LEVEL

Intermediate

PREREQUISITES

Participants should have at least six months of professional experience and a thorough knowledge of financial accounting principles and practices. Budget and or financial management experience preferable.

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Mims

Robert Mims, CPA

Bob is currently serving as a CFO and chief people officer for a startup venture. A three-time national instructor of the year for KPMG, he has also authored multiple courses for Fortune 500 brands in leadership, strategy and accounting. Bob served terms on two advisory councils for The Financial Accounting Standards Board (FASB) and currently chairs the Environmental Roundtable. He is a nationally awarded educator for continuing professional education (CPE) training, a strategic planning facilitator and a fundraising and planned giving consultant. He lives in Memphis, Tennessee, with his wife and large family with multiple pets.

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 13 at 8:00 AM.

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COURSE DEVELOPER

The Knowledge Institute, LLC