From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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:
- Expires 30 day(s) after program date.
Description
Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.
Basic Course Information
Learning Objectives
- 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
- Identifying the ‘Big Picture’ and your role in effective communication
- Communicating so others can understand us
- Understanding a presentation’s anatomy?
- Tips and tricks for budget presentations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.43 MB) | Available after Purchase | ||
Faculty
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
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Thu, Aug 28, 2025 - 2:00 PM to 4:00 PM MDT
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Tue, Sep 02, 2025 - 9:00 AM to 11:00 AM MDT
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Sat, Sep 13, 2025 - 7:00 AM to 9:00 AM MDT
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Thu, Sep 18, 2025 - 2:00 PM to 4:00 PM MDT
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Tue, Sep 30, 2025 - 9:00 AM to 11:00 AM MDT
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Thu, Oct 09, 2025 - 1:00 PM to 3:00 PM MDT
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Tue, Oct 28, 2025 - 9:00 AM to 11:00 AM MDT
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Thu, Oct 30, 2025 - 10:00 AM to 12:00 PM MDT
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Sat, Nov 08, 2025 - 7:00 AM to 9:00 AM MST
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Thu, Nov 20, 2025 - 1:00 PM to 3:00 PM MST
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Tue, Nov 25, 2025 - 9:00 AM to 11:00 AM MST
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Thu, Dec 11, 2025 - 1:00 PM to 3:00 PM MST
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Tue, Dec 23, 2025 - 9:00 AM to 11:00 AM MST
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Thu, Jan 08, 2026 - 8:00 AM to 10:00 AM MST
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Sat, Jan 10, 2026 - 7:00 AM to 9:00 AM MST
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Tue, Jan 20, 2026 - 9:00 AM to 11:00 AM MST
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Thu, Jan 22, 2026 - 1:00 PM to 3:00 PM MST
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Thu, Feb 12, 2026 - 2:00 PM to 4:00 PM MST
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Tue, Feb 17, 2026 - 9:00 AM to 11:00 AM MST
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Thu, Mar 05, 2026 - 1:00 PM to 3:00 PM MST
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Sat, Mar 14, 2026 - 7:00 AM to 9:00 AM MDT
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Tue, Mar 17, 2026 - 9:00 AM to 11:00 AM MDT
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Thu, Mar 26, 2026 - 1:00 PM to 3:00 PM MDT
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Tue, Apr 14, 2026 - 9:00 AM to 11:00 AM MDT
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Thu, Apr 16, 2026 - 10:00 AM to 12:00 PM MDT
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Thu, May 07, 2026 - 1:00 PM to 3:00 PM MDT
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Sat, May 09, 2026 - 7:00 AM to 9:00 AM MDT
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Tue, May 12, 2026 - 9:00 AM to 11:00 AM MDT
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Thu, May 28, 2026 - 10:00 AM to 12:00 PM MDT
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Tue, Jun 09, 2026 - 9:00 AM to 11:00 AM MDT
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Thu, Jun 18, 2026 - 1:00 PM to 3:00 PM MDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process
Original Recording Date 7/28/25
Course Developer The Knowledge Institute
Date Added to Catalog 02/05/2025
Course Schedule This course contains no breaks.
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease 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.