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Budgeting:  Presenting and Communicating your Numbers


Total Credits: 2 including 2 Accounting - Technical

Average Rating:
Not yet rated
Categories:
Accounting and Auditing |  Personal Development |  ACPEN Industry Institute
Faculty:
Bob Mims, CPA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

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:

Budgeting:  Presenting and Communicating your Numbers

•    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

Faculty

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’.
 


Dates

Wed, Mar 06, 2024 - 01:00pm to 02:53pm MST
Sat, Mar 16, 2024 - 08:00am to 09:53am MDT
Thu, Mar 21, 2024 - 08:00am to 09:53am MDT
Tue, Apr 02, 2024 - 10:00am to 11:53am MDT
Thu, Apr 18, 2024 - 12:00pm to 01:53pm MDT
Wed, May 08, 2024 - 01:00pm to 02:53pm MDT
Mon, May 20, 2024 - 08:00am to 09:53am MDT
Sat, Jun 01, 2024 - 08:00am to 09:53am MDT
Mon, Jun 03, 2024 - 10:00am to 11:53am MDT
Wed, Jun 19, 2024 - 12:00pm to 01:53pm MDT
Thu, Jun 27, 2024 - 06:00pm to 07:53pm MDT
Thu, Jul 25, 2024 - 10:00am to 11:53am MDT
Thu, Aug 08, 2024 - 12:00pm to 01:53pm MDT
Mon, Aug 19, 2024 - 01:00pm to 02:53pm MDT
Thu, Sep 05, 2024 - 08:00am to 09:53am MDT
Fri, Sep 20, 2024 - 10:00am to 11:53am MDT
Fri, Oct 04, 2024 - 12:00pm to 01:53pm MDT
Tue, Oct 22, 2024 - 01:00pm to 02:53pm MDT
Sat, Nov 02, 2024 - 08:00am to 09:53am MDT
Fri, Nov 08, 2024 - 08:00am to 09:53am MST
Tue, Nov 19, 2024 - 06:00pm to 07:53pm MST
Wed, Dec 04, 2024 - 12:00pm to 01:53pm MST
Sat, Dec 07, 2024 - 08:00am to 09:53am MST
Thu, Dec 12, 2024 - 05:00pm to 06:53pm MST
Fri, Dec 20, 2024 - 08:00am to 09:53am MST
Mon, Jan 13, 2025 - 01:00pm to 02:53pm MST
Fri, Jan 24, 2025 - 07:00am to 08:53am MST
Thu, Feb 06, 2025 - 09:00am to 10:53am MST
Tue, Feb 18, 2025 - 11:00am to 12:53pm MST
Thu, Mar 13, 2025 - 05:00pm to 06:53pm MDT
Wed, Mar 26, 2025 - 07:00am to 08:53am MDT
Thu, Apr 03, 2025 - 09:00am to 10:53am MDT
Fri, Apr 18, 2025 - 11:00am to 12:53pm MDT
Sat, Apr 26, 2025 - 09:00am to 10:53am MDT
Wed, May 14, 2025 - 01:00pm to 02:53pm MDT
Thu, May 29, 2025 - 07:00am to 08:53am MDT
Tue, Jun 03, 2025 - 09:00am to 10:53am MDT
Fri, Jun 13, 2025 - 11:00am to 12:53pm MDT
Thu, Jun 26, 2025 - 04:00pm to 05:53pm MDT
Sat, Jun 28, 2025 - 09:00am to 10:53am MDT

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
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org


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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

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Total Reviews: 30

Comments

Wendy S

"Great webinar!"

Neil D - Pensacola, Florida

"Very interesting way to present the materials to make better, effective presentations."