CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

How to Be Proactive with Your Budgeting and Approvals

4.1 (99)

Bevan van der Berg

Procurify Technologies Inc

Monday, June 07, 2021 | 11:00 AM EDT

  • CPA (Canada)
  • CPA (US)

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 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

For an organization to run effectively, it needs to spend its money responsibly. Everyone agrees that budgeting is the best way to stay within your spending boundaries and make sure your cash doesn’t deplete too fast.

But as soon as you grow to have more than two departments, the budget approvals become so murky that it almost feels like a joke. With misinformation, slow processing, and archaic tools, it’s hard to believe in the accuracy of budgetary spending.

How can organizations abide by good budgeting principles and still manage to get their budget approval system to not last for months on end?

2020 has been a year of learnings, challenges, and changes for finance leaders when facing a downturn and remote work. Many organizations had to readjust their budgets and forecasts, lockdown spending and expenses while supporting their team as a finance business partner.

In this online continuing education course you will hear from the experts from Jirav, Avalara, and Procurify on their biggest mistakes and learnings they made in 2020, and how they will be improving their financial operations differently for 2021 success.

Key topics covered in this online CPE webinar are:

  • Benefits of automated budget approval
  • Roadblocks for budget approval
  • Overcoming budget approval problems with automation

Click here for webinars on | Free CPE | Free Ethics |

Learning Objectives

  • How to speed up your month-end close processes by up to 70% for 2021
  • How to stay agile as a finance business partner
  • To discuss best practices on automating your purchasing approval strategy and save your finance teams hundreds of manual hours
  • What forward-thinking CFOs are focusing on and how they are implementing new accounting technology within their fintech stack

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • CEO
  • Certified Financial Planner
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Operations Manager
  • Outsourced CFO
  • Senior Accountant
  • VP Finance
  • Young CPA


    [no_of_record] => 99
    [average] => 4.0808






It was a pretty good free seminar. A little light on technical content but presented some decent information. Worth the hour to listen to.


The discussion had almost nothing to do with the title of the program. It was mostly about the presenters’ experience with the past year dealing with COVID. I took nothing related to the budgeting process from this webinar.


Appreciate free CPE, but obviously primarily a sales tool.


Instructors didn't manage their time very well. Too many "cooks in the kitchen". Topic is timely but not well developed.


Had no idea why this was a panel QA session - thought I logged onto the wrong webinar and spent most of the time trying to figure out if I was in the correct one.