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Corporate Budget Analysis Best Practices

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Michel Morley

Mike Morley

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA

Published: September, 2021

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


  • What is budget Analysis?
    13 mins
  • Best-of-breed business metrics
    27 mins
  • Budget accuracy improvement strategies
    35 mins
  • Budget accuracy improvement tools
    47 mins
  • Improving budget analysis efficiency
    63 mins
  • Basic requirements for fast and easy budget analysis
    94 mins

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. As a dynamic tool for control budget analysis, it 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 Finance 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.

Learning Objectives

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

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Qualified Associate Financial Planner
  • VP Finance
  • Young CPA





The presenter spoke very slowly and I found myself losing my train of thought often while listening to him.