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MBAexpress: Best Practices for Better Budgeting and Planning (Included in catalog bundle)MBAexpress: Best Practices for Better Budgeting and Planning (Included in catalog bundle)

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Cost: $35.00 (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 to 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 for to use in your planning process

  • Define key elements of rolling forecasts

  • Describe two ways to determine a break-even 

Major Topics:  

  • Budgeting and planning 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 

Recommended CPE Credit Hours:  1.0 

Course Level: Basic 

Prerequisites:  None 

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

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

Review Date:  07/01/2016


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

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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