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Webinar (CPA Crossings): CFO Series-360 Budgeting: Avoiding People Issues


You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and a human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle.

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 a better budget process.

Learning Objectives

After attending this presentation you will be able to… 

  • Identify the people issues that complicate every budget process
  • Recall personality types 
  • Determine strengths and weaknesses to assist in the budget process
Major Topics

The major topics covered in this class include:

  • Understanding core personality types
  • Learning what type of person you are
  • Managing and coping with the budget team
  • Effectively dealing with the A, B, C and other players
  • Connecting through disconnection

CPA Crossings, LLC
Course Level
CPE Field of Study
Who Should Attend

Business leaders, CEOs, CFOs, accountants, corporate financial managers, business owners, risk managers, Controllers, entrepreneurs, public practice CPAs, consultants, and the professionals who advise them.

Robert Mims

Participants should have at least six months of professional experience and a thorough knowledge of financial accounting principles and practices.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Aug 26, 2022
9:00 am - 11:00 am MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series-360 Budgeting: Avoiding People Issues

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