CPE Credits: 4

Learning Objective 1: Describe specific ways to strengthen their planning process

Learning Objective 2: Employ an Action Plan tool to prioritize next year's goals

Learning Objective 3: Define specific risks and their sources, which the firm faces that cost money

Learning Objective 4: Identify a specific reward structure that ensures accountability and focus

Learning Objective 5: Employ the rolling forecast to ensure long-term focus

Field of Study 1: Business Management & Organization

Program Level (Basic, Update, Intermediate, Advanced, Overview): Update

Prerequisites: None

Advanced Preparation: None

Instructional Delivery Method: Group Internet Based

Course Registration Requirements: Online Registration

Designed For: CPAs in Industry

Course Developer: WSCPA

Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Complaint Resolution Policy: Please 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

There are many deep misunderstandings about budgeting. This session will clarify six of these for you. Yet, no one notices how ineffective their own process is and is why it leads to a bad budget; a document no one heeds and is a waste of people’s efforts. Your leaders must set the focus for the year and then each person uses it to prioritize what they will need to fulfill their role in that focus. Spending time or money on anything other than that focus is a waste.

Ron Rael, Founder/High Road Leadership Institute, provides you with five strategies and numerous tactics designed to build a realistic and honest budget. An honest budget requires discipline and serves as a control mechanism so that the firm does not spend more than it will take in. A realistic budget system helps executives monitor the pulse of their organization. ... Read More