Strategic Planning and Project-Based Budgeting for Associations

February 10, 2027 @ 11:00 am - 12:00 pm EST

Event Category:

Course Description:

How can your association connect its strategic plan to the work it funds and the results it measures? This webinar examines a strategic planning approach for trade associations and professional societies that begins with member needs and organizational purpose and carries through to implementation. Explore how board and staff leaders can establish priorities, evaluate existing programs, and decide which activities to continue, change, or discontinue. Project-based budgeting links those decisions to work plans by identifying each initiative’s resource needs, assigning responsibility, and establishing measures of accomplishment.

The session will cover how to account for staff capacity and assess program value, including which activities contribute to the mission enough to warrant financial support. Executives, staff leaders, and board members will gain an approach to align spending with strategic priorities, monitor progress, and redirect resources as member needs and organizational conditions change.

Learning Objectives:

Identify strategic priorities grounded in member needs and organizational purpose, and evaluate existing programs to determine which activities to continue, change, or discontinue

Develop project-based budgets that link strategic decisions to work plans by identifying resource needs, assigning responsibility, and establishing measures of accomplishment

Assess staff capacity and program value to align spending with strategic priorities, monitor progress, and redirect resources as member needs and organizational conditions change

CPE Course Credit Information)

Name: Strategic Planning and Project-Based Budgeting for Associations
Start: 2027-02-10T11:00:00-05:00
End: 2027-02-10T12:00:00-05:00

Level Intermediate

NASBA (Field of Study) Finance

CAE (Subject Domain) Organizational Strategy

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 W752

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)

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