Loading Events

Building a Culture of Inclusion Through Budgets, Financial Reporting and Communication

September 22 @ 1:00 pm - 2:00 pm EDT

Course Description: 

In this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment, engaging staff with rolling projections and looking forward, budgeting for revenue and support, special tactics for budgeting for salaries, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above.

 

Learning Objectives:

Employ tactics to better connect project managers and staff with the budgeting process.
 
Create an inclusive culture to facilitate a better budgeting process
 
Develop and document more accurate budget projections.
 
 

Building a Culture of Inclusion Through Budgets, Financial Reporting and Communication (NASBA/CAE/CPE Course Credit Information)

Level Intermediate
NASBA (Field of Study) Finance
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W728

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

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: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

RSVP

0 Going

Share This Event

RSVP

0 Going
19076929
DD
days
HH
hours
MM
min
SS
sec
INSTRUCTORS
Paul Preziotti, CPA
Partner, Johnson Lambert LLP
I provide audit, compliance, and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links,…
A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial…