Building a Financial Roadmap: Effective Budgeting & Forward-Looking Strategies
Presenters: Cory Parnell, Brian Stueve, and Patrick Wheeler
In this webinar, Cory Parnell, CPA, Principal and CEO, Brian Stueve, CPA, Principal, and Patrick Wheeler, CPA, Principal, explored the critical aspects of budgeting and forecasting that drive business success. Whether you’re a small business or a large enterprise, understanding the budgeting process is crucial for setting goals, managing resources, and achieving sustainable growth.
What You Will Learn:
- Budget Foundation: Learn the importance of establishing a solid foundation for your budget and how it can help to develop a financial roadmap.
- Effective Questioning Techniques: Discover key questions to ask when starting the budget process to ensure alignment with core business goals.
- Involvement of Key Stakeholders: Understand who should participate in the budget process and at what stage to maximize effectiveness.
- Timing and Process Optimization: Explore best practices to streamline the budgeting process for efficiency and accuracy.
- Spreadsheet Assistance and Tools: Gain insights into strategies and techniques to create accurate and manageable budget spreadsheets.
Why Watch?
This webinar is essential for business owners, financial managers, and executives looking to enhance their budgeting and forecasting capabilities. By watching, you will leave with practical strategies to streamline your budgeting process, ensuring your business remains on target to achieve its financial objectives.
