Operating without a plan or budget is an invitation to fail.
Many organizations flounder not because they are ineffectual at their operations but because they simply meander, lose focus, and do not see the goalposts. This topic will show how to design and implement proper planning and budgeting, which are the keys to success. This concept is critical for businesses (no matter how large or small), non-profits, and governments; it also does wonders for one's personal finances. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an environment and procedure that is a tool for the attainment of organizational goals without the pitfalls of trial and error. Budgeting is critical for any organization. Successful executives and business owners always design and implement a workable budget -- they know where the strengths and weaknesses are and if budget cutting must be implemented in the foreseeable future. A suitable budget will, indeed, help define and shape those goals, as well as evaluate the likelihood of achievement. Business success is on the way.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of Budget Basics
- Welcome
- Budgets and Strategies
- What Is the Goal?
- Start at the End
- Strategic Planning
- NonFinancial
Essential Elements of Productive Budgets
Process
- Types of Budgets
- Samples Budget vs. Actual
- Prepare
- Monitor
- Cost vs. Benefit
- Means, Not an End
What Is Wrong With Most Budget Processes?
- Dysfunction
- Responsibility
- Incremental/Decremental
- Meandering
Budget Cuts - Rules for Successful Cutbacks
Analysis
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 27, 2023.
Call 1-866-352-9540 for further credit information.
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.5
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 89 Minutes.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WV MCLE 1.8
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Brian D. Levine, M.B.A., CPA
Brian D. Levine, MBA, CPA Jersey Tax & Accounting, LLC
- Founder of Brian D. Levine, MBA, CPA Jersey Tax & Accounting, LLC
- Services clients nationally and locally regarding accounting, taxes, investment planning, financial and economic analyses, litigation support, expert witness work, and management counseling
- Frequent speaker and has written several publications
- Member of numerous professional organizations
- M.B.A. degree, Rutgers Graduate School of Management; B.A. degree, Rutgers College
- Can be contacted at [email protected] or 732-846-5454
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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