From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
Total Credits: 2 including 2 Accounting - Technical
- Average Rating:
- Not yet rated
- Categories:
- Accounting and Auditing | Personal Development | ACPEN Industry Institute
- Faculty:
- Bob Mims, CPA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.
Basic Course Information
Learning Objectives
- Identifying the ‘big picture” and your communications role
- Communicating so others can understand us
- Understanding a presentation’s anatomy
- Tips and tricks for budget presentation
Major Subjects
- Identifying the ‘Big Picture’ and your role in effective communication
- Communicating so others can understand us
- Understanding a presentation’s anatomy?
- Tips and tricks for budget presentations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.43 MB) | Available after Purchase | ||
Faculty
Bob Mims, CPA Related Seminars and Products
Bob Mims, CPA, is an entrepreneur and accounting/management executive based in Memphis, TN. He has served as a financial consultant across various industries in the role of planning, modeling and CFO capacities. Bob has had the privilege of serving as chair on an AICPA committee and on two FASB advisory committees. During his ten years with the accounting firm KPMG, he was selected national instructor of the year on three occasions.
Bob graduated from the University of Mississippi, and enjoys outdoor sports with his wife, 5 children, 2 service dogs, and a 20-pound cat named ‘Squirt’.
Dates
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Thu, Aug 28, 2025 - 02:00pm to 04:00pm MDT
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Tue, Sep 02, 2025 - 09:00am to 11:00am MDT
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Sat, Sep 13, 2025 - 07:00am to 09:00am MDT
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Thu, Sep 18, 2025 - 02:00pm to 04:00pm MDT
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Tue, Sep 30, 2025 - 09:00am to 11:00am MDT
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Thu, Oct 09, 2025 - 01:00pm to 03:00pm MDT
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Tue, Oct 28, 2025 - 09:00am to 11:00am MDT
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Thu, Oct 30, 2025 - 10:00am to 12:00pm MDT
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Sat, Nov 08, 2025 - 07:00am to 09:00am MST
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Thu, Nov 20, 2025 - 01:00pm to 03:00pm MST
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Tue, Nov 25, 2025 - 09:00am to 11:00am MST
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Thu, Dec 11, 2025 - 01:00pm to 03:00pm MST
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Tue, Dec 23, 2025 - 09:00am to 11:00am MST
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Thu, Jan 08, 2026 - 08:00am to 10:00am MST
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Sat, Jan 10, 2026 - 07:00am to 09:00am MST
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Tue, Jan 20, 2026 - 09:00am to 11:00am MST
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Thu, Jan 22, 2026 - 01:00pm to 03:00pm MST
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Thu, Feb 12, 2026 - 02:00pm to 04:00pm MST
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Tue, Feb 17, 2026 - 09:00am to 11:00am MST
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Thu, Mar 05, 2026 - 01:00pm to 03:00pm MST
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Sat, Mar 14, 2026 - 07:00am to 09:00am MDT
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Tue, Mar 17, 2026 - 09:00am to 11:00am MDT
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Thu, Mar 26, 2026 - 01:00pm to 03:00pm MDT
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Tue, Apr 14, 2026 - 09:00am to 11:00am MDT
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Thu, Apr 16, 2026 - 10:00am to 12:00pm MDT
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Thu, May 07, 2026 - 01:00pm to 03:00pm MDT
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Sat, May 09, 2026 - 07:00am to 09:00am MDT
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Tue, May 12, 2026 - 09:00am to 11:00am MDT
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Thu, May 28, 2026 - 10:00am to 12:00pm MDT
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Tue, Jun 09, 2026 - 09:00am to 11:00am MDT
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Thu, Jun 18, 2026 - 01:00pm to 03:00pm MDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process
Original Recording Date 7/28/25
Course Developer The Knowledge Institute
Date Added to Catalog 02/05/2025
Course Schedule This course contains no breaks.
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, 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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.