360 Budgeting: A Holistic Approach to Process and Solutions
Total Credits: 8 including 8 Accounting - Technical
- Average Rating:
- 95
- Categories:
- Accounting and Auditing | Personal Development | Professional Development | ACPEN Industry Institute
- Faculty:
- Bob Mims, CPA
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
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 series will offer solutions to the budgeting woes from both the big picture and in the details.
Understanding and Preventing Budget Calamities
2 Hours - Accounting
• Most of us lead or participate in the budget process at least annually. Inherent flaws exist in the standard budget building process that you can solved by recognizing them and committing to solutions.
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
2 Hours - Accounting
• We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning.
Avoiding Budget People Issues: Managing Budgeting’s Soft Side
2 Hours - Accounting
• Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. 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 to a better plan.
Budgeting: Presenting and Communicating your Numbers
2 Hours - Accounting
• 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
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
360 Budget Model Spreadsheet (527.4 KB) | Available after Purchase |
1-Video 360 Budget calamities-Understand and Solve Bud Woes.pdf (2.7 MB) | Available after Purchase |
2-Video 360 Budget Build Flexible Bud Models (2.3 MB) | Available after Purchase |
3- Video ALL 360 Budget Avoiding Budget People issues (4.9 MB) | Available after Purchase |
4-Video 360 Budget Present and communicate your numbers master (6 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
Wed, Mar 26, 2025 - 09:00am to 05:14pm CDT
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Thu, Apr 03, 2025 - 10:00am to 06:14pm CDT
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Fri, Apr 18, 2025 - 11:00am to 07:14pm CDT
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Wed, May 14, 2025 - 08:00am to 04:14pm CDT
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Thu, May 29, 2025 - 09:00am to 05:14pm CDT
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Tue, Jun 03, 2025 - 10:00am to 06:14pm CDT
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Sat, Jun 07, 2025 - 10:00am to 06:14pm CDT
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Fri, Jun 13, 2025 - 11:00am to 07:14pm CDT
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Thu, Jun 26, 2025 - 08:00am to 04:14pm CDT
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Additional Info
Basic Course Information
PrerequisitesNone
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
Advanced Preparation
None
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.
Promo Video
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