CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Streamlining The Budgeting And Planning Process

Thursday, September 19, 2019 | 01:00 PM EDT

  • CPA

1 Credit


Subject Area


Upcoming Webinars

Course Description

To achieve goals, organizations require effective collaborative, and strategic budgeting & planning. New technologies, including bi-directional integration between budgeting software and accounting applications, have influenced finance executives’ approach to budgeting and planning. However, despite all of the advancements in modern finance technology, many organizations continue to rely on only time-consuming spreadsheets. In live CPE training, we will find challenges finance teams face to budget & plan; and role of technology to drive efficient budgeting and planning, increase business agility, and improve overall corporate performance.

Learning Objectives

  • How they’re leveraging technology to drive efficiency in budgeting and planning
  • Emerging trends and best practices in streamlining the annual budget process
  • How they’ve implemented dynamic planning approaches such as rolling forecasts and driver-based planning

Who Should Attend?

  • Business Owner
  • CFO/Controller
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA