Skip to main content
Not Found
Live Webcast Replay

360 Budgeting: A Holistic Approach to Process and Solutions

Total Credits: 8 including 8 Accounting - Technical

Average Rating:
Not yet rated
Accounting and Auditing |  Personal Development |  Professional Development |  ACPEN Industry Institute
Bob Mims, CPA
Course Levels:
8 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This series will offer solutions to the budgeting woes from both the big picture and in the details. 


Understanding and Preventing Budget Calamities

2 Hours - Accounting
•    Most of us lead or participate in the budget process at least annually.  Inherent flaws exist in the standard budget building process that you can solved by recognizing them and committing to solutions.  

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
2 Hours - Accounting
•    We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience.  This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. 

Avoiding Budget People Issues:  Managing Budgeting’s Soft Side
2 Hours - Accounting
•    Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create to a better plan.  

Budgeting:  Presenting and Communicating your Numbers
2 Hours - Accounting
•    Now that the budget is complete, how we communicate our plan is critical.  this session reveals some key guidelines in budget presentation and will identify key problems in how people often communicate financial plans. 

Basic Course Information

Learning Objectives
  • Define the budget process
    • Understand varying budget cultures and choosing the right one for your organization
    • Walk through a 12-step cure for the typical Budgetaholic
    • Use Balanced Scorecard Budgeting
  • How to build a model that works
    • How the right Chart of Accounts can simplify your work 
    • Building a volume sensitive model
    • Budgeting to GAAP and for Board understanding
    • Efficiently modeling payroll and benefits
    • Identifying controllable and uncontrollable expenses
    • Using variables to stress test your budget
  • Understanding core personality types
    • Learning the type of person you are
    • Managing and coping with the budget team
    • Dealing with A, B and C players
    • Connecting through disconnection
  • Identifying the ‘big picture” and your communications role 
    • Communicating so others can understand us
    • Understanding a presentation’s anatomy 
    • Tips and tricks for budget presentation

Major Subjects
  • Budget defining,
  • Budget cultures
  • Tacticle budget issues
  • Ideas for budget solutions and process solutions
  • Understanding people in the budget process
  • Communicating your budget to non financial types

Course Materials


Bob Mims, CPA's Profile

Bob Mims, CPA Related seminars and products

Bob Mims, CPA, is an entrepreneur and accounting/management executive based in Memphis, TN. He has served as a financial consultant across various industries in the role of planning, modeling and CFO capacities.  Bob has had the privilege of serving as chair on an AICPA committee and on two FASB advisory committees.  During his ten years with the accounting firm KPMG, he was selected national instructor of the year on three occasions. 
Bob graduated from the University of Mississippi, and enjoys outdoor sports with his wife, 5 children, 2 service dogs, and a 20-pound cat named ‘Squirt’.


Thu, Apr 06, 2023 - 07:00am to 03:14pm MDT
Sat, Apr 22, 2023 - 08:30am to 04:44pm MDT
Tue, May 02, 2023 - 10:00am to 06:14pm MDT
Wed, May 24, 2023 - 08:30am to 04:44pm MDT
Thu, Jun 01, 2023 - 09:00am to 05:14pm MDT
Sat, Jun 10, 2023 - 09:00am to 05:14pm MDT
Tue, Jun 20, 2023 - 10:00am to 06:14pm MDT
Sat, Jun 24, 2023 - 09:00am to 05:14pm MDT
Mon, Jul 03, 2023 - 09:00am to 05:14pm MDT
Sat, Jul 22, 2023 - 09:00am to 05:14pm MDT
Wed, Aug 09, 2023 - 08:00am to 04:14pm MDT
Tue, Aug 29, 2023 - 12:00pm to 08:14pm MDT
Tue, Sep 12, 2023 - 07:00am to 03:14pm MDT
Fri, Sep 29, 2023 - 09:00am to 05:14pm MDT
Sat, Oct 14, 2023 - 07:00am to 03:14pm MDT
Tue, Oct 24, 2023 - 12:00pm to 08:14pm MDT
Tue, Nov 14, 2023 - 11:00am to 07:14pm MST
Thu, Nov 30, 2023 - 09:00am to 05:14pm MST
Tue, Dec 05, 2023 - 10:00am to 06:14pm MST
Sat, Dec 16, 2023 - 08:00am to 04:14pm MST
Wed, Dec 20, 2023 - 07:00am to 03:14pm MST
Fri, Dec 29, 2023 - 09:00am to 05:14pm MST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process
Original Recording Date 08/08/2022
Course Developer The Knowledge Institute
Date Added to Catalog 08/02/2022

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:   Not yet rated

Total Reviews: 9

Please wait ...

Back to Top