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Webinar (CPA Crossings): CFO Series-360 Budgeting: Understand & Prevent Calamities


Most accountants know the basics of the budget process, but is it possible to enhance the process to be more effective, efficient, and even fun? The traditional budgeting process can produce stale results and fatigue amongst both Accounting and cross departmental leadership. Organizations often fall into the trap of following the same steps of annual budgeting without weeding out the flaws that seep in over a number of years. For large and small organizations looking to refresh the results, purpose, and engagement of their budgeting, several key tools will be discussed that are worth contemplating. Learn more about the process keys of successful budgets and how to balance the important technical and human components of the process. We discuss these keys in an engaging manner with thoughtfulness towards understanding our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.

Learning Objectives

After attending this presentation you will be able to…

  • Identify the complex issues involved the annual budgeting process
  • Recall the best practices towards providing improvements with a solutions-based approach
  • Distinguish your own leadership tendencies and apply them to your strengths
Major Topics

The major topics covered in this class include:

  • Identifying the flaws in the budgeting process
  • Budget overhaul versus just a tune up
  • Steps to budget for economic and external factors beyond our control
  • Understanding your own leadership tendencies and applying them to your strengths
  • How to make the budget flexible
  • Using traits of the balanced scorecard approach to apply to your budgeting
  • Common budgetary problems and discussion of solutions
  • Steps towards a better budget and maybe even a better you
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, public practice CPAs, entrepreneurs, consultants, and the professionals who advise them.

Don Minges

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
Feb 25, 2022
9:00 am - 11:00 am MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series-360 Budgeting: Understand & Prevent Calamities

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