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

Build Your Own Budget

Lucas LaChance

Lane Gorman Trubitt, LLC

  • CPA (CA)
  • CFEs
  • CPA (US)

Published: July, 2021

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Before starting this self study program, please go through the instructional document.


  • Back to Budget Basics: Methodologies
    1 mins
  • Budgeting Methods
    3 mins
  • Step -: Project Revenue
    24 mins
  • Project 2: Research Costs
    29 mins
  • Step 6: Adjust for Seasonality
    42 mins

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)

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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
  • CPA in Business
  • Finance Director
  • Finance Pros
  • Young CPA