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Avoiding Budget People Issues:  Managing Budgeting’s Soft Side

Total Credits: 2 including 2 Accounting - Technical

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Accounting and Auditing |  Personal Development |  ACPEN Industry Institute
Bob Mims, CPA
Course Levels:
2 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 session will cover:

Avoiding Budget People Issues:  Managing Budgeting’s Soft Side

•    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.  

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 13, 2023 - 06:00am to 07:50am MDT
Sat, Apr 29, 2023 - 10:00am to 11:50am MDT
Thu, May 11, 2023 - 02:00pm to 03:50pm MDT
Tue, May 30, 2023 - 06:00am to 07:50am MDT
Thu, Jun 08, 2023 - 10:00am to 11:50am MDT
Mon, Jun 26, 2023 - 02:00pm to 03:50pm MDT
Thu, Jul 13, 2023 - 06:00am to 07:50am MDT
Mon, Jul 31, 2023 - 10:00am to 11:50am MDT
Thu, Aug 10, 2023 - 02:00pm to 03:50pm MDT
Mon, Aug 28, 2023 - 06:00am to 07:50am MDT
Sat, Sep 16, 2023 - 10:00am to 11:50am MDT
Mon, Sep 25, 2023 - 02:00pm to 03:50pm MDT
Thu, Oct 12, 2023 - 06:00am to 07:50am MDT
Mon, Oct 30, 2023 - 10:00am to 11:50am MDT
Thu, Nov 09, 2023 - 02:00pm to 03:50pm MST
Sat, Nov 18, 2023 - 06:00am to 07:50am MST
Thu, Dec 14, 2023 - 10:00am to 11:50am MST
Wed, Dec 27, 2023 - 02:00pm to 03:50pm 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. 



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