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.

LEARNING OBJECTIVES
  • 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
SPEAKER BIOS

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

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