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Corporate Budget Analysis Best Practices

  • CPA/ABV
  • 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.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • 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.

Recommended For

  • This Online Continuing Professional Education webinar on Finance is recommended for CPAs, CVAs, CMA, CFA, ABV, and Other Accounting, Tax, and Finance Professionals who desire to support their clients with budgeting best practices.
  • This Online Continuing Education webinar is recommended for CPAs in Canada who want to assists their clients with Best Practices in Corporate Budget Analysis.

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

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit for Accredited in Business Valuation (ABV)

Presenter

About Presenter

Michel Morley

Founder Mike Morley

Mike Morley is a Certified Public Accountant and a recognized authority in the field of finance with more than 25 years experience in finance, including SOX and IFRS implementation.

An entertaining and informative speaker and trainer, Mike is the author of:

“IFRS Simplified” which provides a jump start for accountants and finance executives who want to quickly and easily get up to date on IFRS.

 “Sarbanes-Oxley Simplified” which is an easy-to-read explanation of the requirements of the U.S. legislation that makes CEO's & CFO's personally responsible for the accuracy of their company's financial statements.

“Financial Statement Analysis Simplified” which translates the accounting language of financial statements into clear, easy-to-understand terms that anyone who needs to make well-informed financial decisions quickly will appreciate.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.1

16 Ratings

Excellent

4

Very Good

7

Average

4

Poor

0

Terrible

1

KS

Kristopher Swygert, CPA (US)

Dec 5th, 2021

one of the review questions the answer was wrong but system had it as the right answer...I believe it was question 5

MW

Meighan Wilson, CPA (US)

Sep 20th, 2021

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