Webinar Details
Course Description

An efficient and agile budgeting process is crucial for organizational success in today's fast-paced business environment. This webinar will explore the journey from the FP&A’s budget planning to effective budget enforcement, highlighting the importance of streamlined processes that enable scenario planning, challenge assumptions, and align stakeholders. We'll explore how finance teams can encourage employee accountability while managing requests and approvals, ultimately creating a more responsive and effective budgeting ecosystem.

Learning Objectives
  • Understand the key components of an efficient budgeting process that facilitates scenario planning and stakeholder alignment.
  • Identify strategies for challenging assumptions and promoting critical thinking in the budgeting process.
  • Explore best practices for managing employee requests and stakeholder approvals within the budget framework.
  • Discover methods for finance teams to enhance employee accountability in budget adherence and execution.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with budgeting or FP&A

Advanced Preparation

None

Presenter Details
  • Chris Wallace
    • Solutions Consultant

    Chris delivers an exceptional customer experience by first seeking to understand his customers and their business challenges and goals, then clearly communicating how PayEm's platform and technologies can help provide budget management solutions. He leverages over a decade of experience in corporate finance and fintech solutions engineering.


  • Jorge Lluch
    • COO and Co-founder of Abacum

    Jorge Lluch is the COO and Co-founder of Abacum, an FP&A Solution designed for finance teams.

    With a foundation in engineering, Jorge began his career at the European Space Agency. He later transitioned into management consulting and investment banking, accumulating over a decade of experience as CFO and COO in high-growth startups. Collaborating closely with visionary founders, Jorge developed a deep understanding of the operational and financial challenges faced by scaling companies. It was during this time that he felt a strong desire to pursue entrepreneurship himself.

    For the past few years, he has been dedicated to building Abacum alongside his co-founder and friend, Julio Martínez—a tool designed to address the fr... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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.
Date & Time
Thursday, October 10, 2024

11:00 AM EDT (see additional timezones)

CPE
  • 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.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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