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Friday, April 18, 2025 Live Webcast

Building a Better Budget in a Time of Uncertainty (X2-48203)

11:00 AM - 3:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in SK

OVERVIEW

Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year.

DESIGNED FOR

CFOs & Controllers who are involved in the budgeting process.

BENEFITS

After attending this presentation you will be able to...

  • Recall the difference between a forecast and a budget
  • Identify the difference between top-down and bottom-up budgeting
  • State the key elements of a flexible budgeting ap

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Budgets vs. Forecasts
  • Cyclicality
  • Core Earnings & Sustainable Growth
  • Identifying Key Forecast Drivers
  • Reasonableness in Forecasting
  • Approaches to Budgeting
  • Budgeting Variances
  • Horizontal Analysis
  • Flexible Budgeting

COURSE LEVEL

Intermediate

PREREQUISITES

Must be a CFO or on track to become CFO, must understand basic budget processes

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 18 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings

AREAS OF INTEREST