3 Simple Steps to Create a Successful Budget CPE | CPD Course

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3 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

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We all know what that means—forecasts and budgets that take weeks (at best) or months to create and data that is often outdated by the end of the process.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

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit for Certified Valuation Analyst (CVA)
1 CPD Credit for Accredited in Business Valuation (ABV)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)

About Instructor

Michele Retzbach

Senior Solutions Consultant, AvidXchange

As a Senior Solutions Consultant for AvidXchange, Michele specializes in helping companies streamline accounts payable operations and create efficiencies through automation and best practices.

Michele first joined AvidXchange in 2016 as a Project Manager on the Customer Onboarding team where she spent two years implementing clients on the software before transitioning to Solutions Consultant.

She also spent 3 years at the AvidXchange corporate office in Charlotte NC before relocating her family out to Scottsdale Arizona.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.2

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Johnny Bellenger, CPA (US)

GREAT WEBINAR

Brian Crumbock, CPA (US)

great

James Painter, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Good.

Robert Blackwell, CPA (US)

n/a

Victor Mateo, CPA (US)

great webinar

1 Credit

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Subject Area

Finance

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3 Tips for Budgeting Success

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Michele Retzbach

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Johnny Bellenger, CPA (US)

Brian Crumbock, CPA (US)

James Painter, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Robert Blackwell, CPA (US)

Victor Mateo, CPA (US)

Subject Area

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