Budgeting is no longer a once a year event – it is now a 365 days-a-year efficient and fast-moving leadership process that your firm must master to stay alive in this global economy. In this innovative workshop, you will have the opportunity to design a new and more effective budget process. You will receive individual and group coaching on the best practices in planning used today by leading-edge firms. You will see how to use your organization’s mission and culture as the springboard for a budget that builds accountability.

• Improve the overall planning and budget processes

• Grasp the four critical elements of budget success and determine their existence

• Move your firm’s current budgeting method of and planning to a higher level

• Select the budget software solution that fits their organization

• Shift your firm’s culture to one where employees use the budget as a guide

• Use the budget to reduce the high cost unexpected risk

• Apply advanced best practices to improve their existing budget process

• Raise skills to a strategic and advanced level

Owners, CFOs, controllers, financial officers and budget managers

• The budget process’ new direction and why your firm needs to go there

• Visionary planning and forecasting of your revenues and direct costs

• Prioritization mapping

• A budget that reflects and springs from the mission or business model

• Recognizing the forces that drive your business model and your operating costs

• Building reward systems that foster accountability and efficiency improvements

• Ways to build change and flexibility into the entire planning process

• Smarter and empowering ways to make strategic budget decisions