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MBAexpress: Best Practices for Better Budgeting and PlanningMBAexpress: Best Practices for Better Budgeting and Planning

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Cost: $45.00 (USD)
Credits: 1
Estimated Length: 1 hour(s)
Enrollment Valid For: 12 months


What comes to mind when you think of budgeting?  Takes too long? No follow-up? It protects the status-quo?  If you’ve considered “banning the budget”.  This course will show you how to transform it into a planning process that helps your organization achieve its strategy. 

Discover 15 best practices to change your budgeting process that results  in a detailed one year budget, to a planning process resulting in a strategic, progressive and long-term achievement of your goals.


Upon completion of this course, participants will be able to:

Recognize key differences between planning and budgeting
Identify best practices to use in your planning process
Define key elements of rolling forecasts
Describe two ways to determine a break-even

Budgeting Best Practices
SWOT Analysis
Budgeting Best Practices
SWOT Analysis
The 80/20 rule
Common budget problems
Rolling forecasts
Spontaneous assets and liabilities
The effects of bad data
Contingency opportunities
Field of Study: Business Management & Organization

Level: Basic

Prerequisites: None

Designed For: CPAs, corporate finance teams, business leaders and other financial professionals

Instructor: Jennifer Elder, CPA, CMA, CFF, CGMA, MS

Review Date: May 31, 2015

The Business Learning Institute, 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:


Jennifer Howard Elder, CPA, CMA, CIA, CFF, CGMA, MS

Jennifer Elder is a keynote speaker, trainer, and business coach in the business of business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Jennifer works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted it to be.

Known for being energetic and enthusiastic, Jennifer has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even a little entertaining.

Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.


  1. MBAexpress: Best Practices for Better Budgeting and Planning (Online Lesson)


  1. MBAexpress: Best Practices for Better Budgeting and Planning
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