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Corporate Budget Analysis Best Practices

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

To survive and thrive in the current ever-changing and competitive global market, financial managers must go beyond conventional business concepts. It is required for them to recognize the new dynamics and inter-relationships of traditional business concepts to ensure the success of the organization.  

Traditionally, budget analysis is the procedure for assessing your corporate budget to see if it is working. A dynamic tool to control budget analysis is also a valuable tool to confirm if you are reaching your corporate strategic goals. It is the cornerstone of financial management. Even if your goals change, strong budget analysis skills allow you to quickly realign your priorities with your spending. This Online continuing education course takes a structured approach to perfecting the budget analysis process and finding new ways to apply control perspectives through the following major topics. 

This Online CPE webinar covers the following key topics:

  • Simplifying the key steps of the corporate budget analysis process
  • Spotting budget "leaks" and what to do about them
  • The latest tools available for fast and easy budget analysis
  • Dealing with spending that does not fit into a current budget category
  • Using budget analysis to align day-to-day operating tasks with strategic planning

The CPE Webinar guides to develop corporate budget analysis best practices for the customized needs of your clients to support your practice.

Click for more webinars on Finance | Financial Planning | Tax planning, etc

Learning Objectives

  • To identify signs of problem areas that can quickly get out of control
  • To adjust the budget analysis process to changing corporate goals
  • To recognize the right questions to ask to confirm your analysis
  • To explore the secrets to making budget analysis a collaborative process

Recommended For

  • This Finance CPE course is recommended for CPAs, CVAs, ABVs, CMAs, CFAs, CEOs, CFOs, Finance Managers or Directors and Other Finance Professionals desiring to learn best practices for corporate budget analysis.
  • This CPD course is also good for Canadian CPAs and Finance Professionals in Canada desiring to upgrade their skills.

Who Should Attend?

  • Accounting Managers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CFO/Controller
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Qualified Associate Financial Planner
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit for Accredited in Business Valuation (ABV)
  • 2 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit for Chartered Financial Consultant (ChFC)
  • 2 CPE Credit for Financial Services Certified Professional (FSCP)
  • 2 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit for Retirement Income Certified Professional (RICP)
  • 2 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Michel Morley

Founder, Mike Morley

Mike Morley is a Certified Public Accountant and a recognized authority in the field of finance with more than 25 years experience in finance, including SOX and IFRS implementation.

An entertaining and informative speaker and trainer, Mike is the author of:

“IFRS Simplified” which provides a jump start for accountants and finance executives who want to quickly and easily get up to date on IFRS.

 “Sarbanes-Oxley Simplified” which is an easy-to-read explanation of the requirements of the U.S. legislation that makes CEO's & CFO's personally responsible for the accuracy of their company's financial statements.

“Financial Statement Analysis Simplified” which translates the accounting language of financial statements into clear, easy-to-understand terms that anyone who needs to make well-informed financial decisions quickly will appreciate.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

7 Ratings

Excellent

3

Very Good

3

Average

1

Poor

0

Terrible

0

AF

Alessandra Fisher, CPA (US)

Feb 13th, 2021

A very well designed package. Michael is very thorough when it comes to the subject. A very detailed webinar which helped me gain some valuable skills. Thanks Michael and myCPE. Looking forward to many more webinars on this platform.

DC

Don Crisp, CPA (US), CGMA

Mar 31st, 2022

visual was absent with only audio available for 2 hr course.

RR

Ravneet Randhawa, CMA

Dec 16th, 2020

Good overview for basic budgeting topics

MA

Michelle Allen, CPA (US)

Dec 17th, 2020

Subject matter was great and teacher was knowledgeable but he dragged out the class. Pace was too slow and this could have been done in an hour.

Corporate Budget Analysis Best Practices

$20

2 Credits

Subject Area

Finance

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