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Build Your Own Budget

4.6 (136)

Lucas LaChance

Lane Gorman Trubitt, LLC

Thursday, May 13, 2021 | 12:00 PM EDT

  • CPA (Canada)
  • CPA (US)
  • CFE

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 CPE credit for Certified Fraud Examiners (CFEs)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

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basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

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12 powerful tax saving strategies for your small business owner clients

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Aug 02, 2021 | 10:00 AM EDT View Details

forecasting in a time of uncertainty

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fraud update - latest

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Aug 02, 2021 | 11:00 AM EDT View Details

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Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 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.

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

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    [no_of_record] => 136
    [average] => 4.5735
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4.6

(136)
62%
34%
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!

BD

This was a great course

DM

myCPE platform is great

EK

Great refresher on budget basics!

MP

Had some great tips and ideas.

RR

This is a great seminar to learn about different budgeting methods and the pros and cons of each method.