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

Build Your Own Budget

  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
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 CPE credit for Certified Fraud Examiners (CFEs)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

SOX Internal Controls For Accounts Payable, Receivable & Inventory


Oct 20, 2021 | 09:00 AM EDT View Details

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


Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?


Oct 20, 2021 | 09:00 AM EDT View Details

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


Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?


Oct 20, 2021 | 10:00 AM EDT View Details

SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays


Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding


Oct 20, 2021 | 10:00 AM EDT View Details

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


Oct 20, 2021 | 10:00 AM EDT View Details

Building the Best Employee Handbook


Oct 20, 2021 | 10:00 AM EDT View Details

Powerful PowerPoint Presentations

Oct 20, 2021 | 10:00 AM EDT View Details

Key Estate Planning Considerations


Oct 20, 2021 | 10:30 AM EDT View Details

Adding Value to Retirement Plan Audits through Plan Governance: Overview


Oct 20, 2021 | 10:30 AM EDT View Details

Accounting & Tax Implications of Credit Losses


Oct 20, 2021 | 10:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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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.

In this 1 CPE webinar, you will able to learn different budgeting methods like Incremental Budgeting, Activity-based budgeting, Value proposition budgeting and Zero-based budgeting. To create a more real budget you need to consider various factors like which expenditures are more important, to communicate with various department heads before finalizing and so on. It has never been an easy task but with proper planning and execution, you will able to build your own budget.

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 Fraud Examiner
  • Certified Management Accountant
  • 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!