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MBAexpress: Best Practices for Better Budgeting and Planning (Included in catalog bundle)MBAexpress: Best Practices for Better Budgeting and Planning (Included in catalog bundle)

$35.00 (USD)

What comes to mind when you think of budgeting? Takes too long? No follow-up? It protects the status-quo? If you’ve considered “banning the budget”, this course will show you how to transform it to a planning process that helps your organization achieve its strategy. 

Discover 15 best practices to change your budgeting process that results in a detailed one year budget, to a planning process resulting in a strategic, progressive and long-term achievement of your goals.  

Credits: 1
Estimated Length: 1 hour(s)
Valid for: 12 Month(s)


Name View Schedule
Online Lesson1. MBAexpress: Best Practices for Better Budgeting and Planning -


Upon completion of this course, participants will be able to:

  • Recognize key differences between planning and budgeting

  • Identify best practices for to use in your planning process

  • Define key elements of rolling forecasts

  • Describe two ways to determine a break-even 

Major Topics:  

  • Budgeting and planning best practices

  • SWOT analysis

  • The 80/20 rule

  • Common budget problems

  • Rolling forecasts

  • Spontaneous assets and liabilities

  • The effects of bad data

  • Contingency opportunities 

Field of Study:  Business Management & Organization 

Recommended CPE Credit Hours:  1.0 

Course Level: Basic 

Prerequisites:  None 

Designed For: CPAs, corporate finance teams, business leaders and other financial professionals 

Instructor:  Jennifer Howard Elder, CPA, MS, CMA, CIA, CFF, CGMA

Review Date:  07/01/2016

Jennifer Howard Elder, CPA, CMA, CIA, CFF, CGMA, MS
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