Best Budgeting Practices – Beginning to End






Webinar: group live presented online  ||  Attendance: 51 Associations  ||  Reviews   ♦♦♦♦♦  || Thanks for the great webinar!!! love it || Thanks very much for the session, great learnings  || Have some good feedback I can share with team on how to better budget  || The session and chats provided some insight to items I may not have previously thought about  ||

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(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)



1:00 PM – 2:30 PM (EASTERN TIME)

This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets. We will also review budgeting products with a focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget.

  • Understand budgeting terminology.
  • Identify the general enterprise level budgeting processes.
  • Preview forecasting options for creating budgets.
  • Analyze typical budget reporting such as budget vs actual report.
  • Gain knowledge of budgeting data flows and integration technology.

Mike Canniff
CEO, PyanGo
CEO at PyanGo which creates automated accounting solutions on the NetSuite platform. I have lectured part time at University of the Pacific for the past 20 years. Previously, I was Director of Development for PeopleSoft, acting Chief Technology Officer at San Joaquin Regional Transit District, and principle research analyst at Mercury Consulting. I have a graduate degree from Syracuse in Computer Science.
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Finance – Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1 year of finance/budgeting experience. No advance preparation required. Cost $0.00
Refund and Complaint Resolution Policy:

U.S Transactions Corp. 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:

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