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Best Budgeting Practices – Beginning to End – UST Education Series

October 4, 2022 @ 1:00 pm - 2:30 pm EDT

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.
Level Intermediate
NASBA (Field of Study) Finance Technical
CAE (Subject Domain) Strategic Management & Administration
Prerequisites and advance preparation needed At least 1 year of finance/budgeting experience. No advance preparation required.
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Delivery Group Internet Based

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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…