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

Build Your Own Budget

  • CPA (CA)
  • CPA (US)
  • CFE
Build Your Own Budget

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 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Circular 230 Ethics (Latest)


Oct 22, 2021 | 03:00 PM EDT View Details

Maximize ERC Tax Credits for Your Businesses & Clients - Plus New Form 941 and Form 7200


Oct 22, 2021 | 03:00 PM EDT View Details

Tax Valuation: Things you should know

Oct 22, 2021 | 03:00 PM EDT View Details

Corporate Performance Management (CPM)


Oct 22, 2021 | 03:30 PM EDT View Details

Cyber Incident & Response–An Interview with former United States Attorney Jay Town


Oct 22, 2021 | 04:00 PM EDT View Details

Best investments and investment strategies


Oct 22, 2021 | 04:00 PM EDT View Details

Financial Intelligence for Entrepreneurs, Executives, and Directors


Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP


Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions


Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships


Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)


Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting


Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control


Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements


Oct 25, 2021 | 10:00 AM EDT View Details

Course Description

Like it or not, budgeting season rolls around every year. A budget shouldn’t be a document that is prepared once and set aside. It should be a living document that is integral to running your business or organization. Whether this is your first time through or you are a seasoned pro, this session is designed to kick off the cobwebs and revisit some fundamental approaches to budgeting.

Key topics discussed in the online CPE webinar for CPAs: 

  • Different approaches to the budgeting process, 
  • Some pros and cons of each budgeting process
  • Why a budget is such a critical control tool for any organization
  • Actual steps in budgeting and factors to consider when you’re BYOB (Building Your Own Budget) 

Recommended for: 

Professionals and employees involved in the preparation of Projected Financial Statements

Learning Objectives

  • To become familiar with several different methodologies you can use to approach your budgeting process
  • To discuss different types of budgeting
  • To work through a 12-step plan to help you BYOB—Build Your Own Budget!

Who Should Attend?

  • Certified Financial Planner
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Young CPA





This is probably the best training that I have taken for a while. The slides were concise and to the point and Lucas was very knowledgable. Plus I liked the fact that he stated the answers to the polling questions. That is the first time that I have taken a myCPE class where the instructor talked about the polling questions. Great job!


Lots of good tips, especially recognizing the difference between budgeting revenue and cash flow. This is something I have been struggling to make my supervisors understand that we need different projections for both.


I really enjoyed the instructor!


This has been my favorite CPE credit so far offered through myCPE (including those I paid for). Presenter kept a good cadence, brought the right amount of materials for the hour, and went over the answers from polling questions. Will recommend this topic/presenter to others.


Very good webinar. Material was presented clearly and concisely. Various options were suggested and examples given.


Excellent instructor!