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

FREE

Subject Area

Finance

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

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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.

This online CPE webinar covers following key topics:

  • 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) 


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

Testimonial

4.6

(211)
63%
33%
4%
0%
0%

DC

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!

MM

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.

SC

I really enjoyed the instructor!

NB

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.

JM

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

EV

Excellent instructor!