CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

3 Tips for Budgeting Success

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Successful Budget CPE Course

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for CPA/ABV

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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President Biden's Tax Proposals: A First Look At The Pending Storm


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SOX Internal Controls For Accounts Payable, Receivable & Inventory


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S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis


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IFRS Fixed Assets (Property, Plant & Equipment)


Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement


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Excel Accountant: Dynamic Arrays


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Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding


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Proper Preparation Submission & Negotiation - Offers in compromise(OIC)


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Course Description

Budgeting is an essential tool for supporting business growth, improving profitability and gaining an edge in our fiercely competitive global economy.

Are you struggling with where to start when planning your budget? Determining how to forecast an annual budget is a large undertaking.

Today, you’d be hard pressed to find an organization that hasn’t already (or is in the process of) automating their accounting systems. So, we know the value of automation is there. And yet, when it comes to improving the business budgeting and financial forecasting process, automation is not being utilized on nearly the same scale.

Not much has changed in the business budgeting and planning process in decades. In fact, most organizations are still manually entering data into Excel spreadsheets and relying on that information as the base for projections. We all know what that means—forecasts and budgets that take weeks (at best) or months to create and data that is often outdated by the end of the process.

This lack of accuracy leads to problems. Strategic decisions could be made on incorrect assumptions. Unexpected dips in sales or cash flow that weren’t projected in forecasts could have a dramatic impact on overall organizational health.

None of these are acceptable outcomes. That’s where technology can make all the difference. The combination of technology and best practices can help you mitigate budget stress and allow you to plan more accurately.

Be the hero this year during budget season by bringing tips and safeguards to the table that can help your team better budget and forecast.

This online CPE webinar is designed to cover the following major topics:

  • How technology steps up to the plate
  • How CFO can be the one driving the charge toward better technology and automation
  • Tips for budgeting success 

Learning Objectives

  • To discuss best practices to ensure you have the right people and tools in place for budgeting success  
  • To discuss risk mitigation tips  
  • To describe the latest technology that can help you create a more accurate and efficient budgeting process

Who Should Attend?

  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Director of Financial Reporting
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Outsourced CFO
  • Young CPA













I found the course had very little to do with budgeting and more to do with automated accounts payable


I was under the impression this was a course on Budgeting however that was only for the first half. Then it was about AP automation