Build Your Own Budget

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Finance for CPA in Canada
• 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
• 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
• 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
• 1 CPE Credit of Budgeting for Chartered Global Management Accountants (CGMA)
• 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CPD Credit for CPA - Ireland
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 PL Credit of Finance for CIPM
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Lucas LaChance

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.

Additional Information

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.