Build Your Own Budget

4.6 (33)

Lucas LaChance

Lane Gorman Trubitt, LLC

Tuesday, April 27, 2021 | 02:30 PM EDT

  • CPA Canada
  • CPA
  • CMA

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit for Certified Management Accountants (CMA)

1 CPE credit of Finance for all CPAs

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.

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!