Published: December, 2021
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:
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.
Partner, Lane Gorman Trubitt, LLC
Lucas is a Texas Society of CPAs Rising Star Award-winning experienced auditor, director, board member, manager, and publisher with more than 15 years of leadership experience in external audit and internal audit with an emphasis on risk-based (COSO) audit approaches. His responsibilities include the oversight and management of a department of more than 30 professionals (budget monitoring, analysis metrics, recruiting/retention, coaching, mentoring); partnering with clients with assets in excess of $150MM+ to identify, analyze, and mitigate financial and industry risks to their strategic plan; planning and execution of multiple, large-scale, simultaneous projects; and development and implementation of numerous accounting and finance presentations to external clients, committees, and boards as well as to local, state, and national audiences about accounting industry developments.
For more than 69 years, Lane Gorman Trubitt, LLC (LGT) has served the Southwest region from its location in Uptown Dallas. The firm is comprised of more than 110 team members who have a variety of professional skills and industry specialization; yet, they all share the same passion to support and grow local businesses with tax, assurance and consulting work.
In addition to the professional services they provide, LGT hosts multiple educational events a year to provide an advantage to their local community members by helping them remain aware of the continuous adjustments affecting businesses.
To provide wealth strategies to our valued clients, LGT has two affiliated companies - LGT Financial Advisors LLC and LGT Insurance Services, Inc.
Credentials. LGT is licensed by the Texas State Board of Public Accountancy and is a member of the American Institute of Certified Public Accountants (AICPA).
Quality Assurance. The AICPA Division for CPA Firms sponsors a program of peer (quality) review. This program is designed to give the public confidence in the quality of a firm’s audit and accounting procedures. LGT has participated in this voluntary quality control review program every three years since 1978, and all of our peer review reports have been unqualified.
Philanthropic Efforts. Our team members have made it a point to give back to the community. To that end, we participate in more than 20 not-for-profit organizations from volunteer efforts and charitable donations to Board membership. We actively support a number of other charities and foundations within our community
Dec 26th, 2021
The quiz questions were poorly written and the answers that were accepted were incorrect. YOU NEED SOMEONE TO LOOK OVER THE QUIZ QUESTIONS AND CORRECT THE GRAMMER AND THE INCORRECT ANSWERS - IT IS A WASTE OF MY TIME TO GO BACK AND RETAKE THE QUIZ TO GUESS WHICH INCORRECT ANSWERS YOU USED.