Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS; Peter Margaritis, CPA, CGMA, Mac


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    1 Hour

MBAexpress: Better Budgeting and Forecasting

Discover 21 tips to change your budgeting process that results in a detailed one year budget, to a planning process resulting in a strategic, progressive and long-term achievement of your goals.
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Topics discussed

Budgeting Best Practices
SWOT Analysis
The 80/20 rule
Common budget problems
Rolling forecasts
The effects of bad data

Learning objectives

Recognize key differences between planning and budgeting
Identify best practices to use in your planning process
Define key elements of rolling forecasts

Who will it benefit?

CPAs, corporate finance teams, business leaders and other financial professionals.