Self-Study Course Details
Course Description
Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.
Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?
In this course, Rob Stephens will walk step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. The course will explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.
This course is part of a three-part series I call Better Budgeting. The three parts are:
- The master budget and sub-budgets
- The budgeting process (this course)
- Budgeting alternatives
The individual courses can be taken on their own (links above) or as part of the full course HERE
Learning Objectives
- Identify the relationship between strategic planning and budgeting
- Recall key steps in the budgeting process
- Recognize the difference between top-down and bottom-up budgeting
Prerequisites
- None
Advanced Preparation
None
Author Details
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Robert Stephens
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 25-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union. Rob is an adjunct instructor for the MBA program at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
$40.00
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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