Best Budgeting Practices – Beginning to End







Webinar: group live presented online  ||  Attendance: 74 Associations  ||  Reviews   ♦♦♦♦♦  ||  The presentation included some good information. || Nice list of “stay curious” items and very helpful insight from Jerald Jacobs. || The Dos and Don’ts were helpful – to confirm that we are on the right path. || Great session, Thank you very much.

Click here for Recorded Webinar (COMING SOON)

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


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

Uncategorized0 comments

  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
    Leesburg, VA 20176
    Phone: (866) 442-3327
    Fax: (866) 511-0935

  • Key Points About Services

    - Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).

    - Three consecutive years (2012, 2011, and 2010) in President’s Club

    - We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.