Recognizing the Value in Preparing & Monitoring Annual Budgets
September 26, 2024
Join us as we discuss on the topic below.
Recognizing the Value in Preparing & Monitoring Annual Budgets
Date: Thursday, September 26, 2024 at 1:00 – 2:00 P.M. ET
Uncover the secrets to successful budgeting and forecasting strategies. During this CPE course, we help finance and accounting professionals understand the key components of effective financial planning and analysis (FP&A), including the segregation of duties between accounting, finance, and other business leaders. We also cover potential roadblocks and how to overcome them, the importance of robust analytics capabilities in monitoring financial performance, and how improving financial performance can create value for your organization.
Learning Objectives:
- Identify the key components of a successful FP&A and budgeting strategy
- Understand industry standards and potential challenges of implementing and maintaining budget and forecasting processes
- Discuss the importance of robust analytics capabilities (skillsets, tools, etc.) in successfully monitoring financial performance against expected outcomes
Speakers
Sara Nager | Manager, Risk & Accounting Advisory Services
Katie Mercer, CPA | Manager, Risk & Accounting Advisory Services
CPE Accreditation
- Delivery Method | Group Internet Based
- Recommended CPE credit | 1 hour CPE
- Recommended Field(s) of Study | Finance
- CPE Capability | Technical Expertise / Problem Solving
- Prerequisites | None
- Program Level | Basic
- Advanced Preparation | None
Cherry Bekaert Continuing Professional Education: Statement of Admin Policies
This event is complimentary. Due to this program being offered free of charge, there will be no refunds.
CPE for Virtual Events
- Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
- There will be 4 polling questions per hour of each session.
- In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
- Polling questions will not be announced in advance.
- If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
- We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
- Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
- You will receive one certificate for each course you attend/pass.
For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.
Cherry Bekaert 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.learningmarket.org