Building a Better Budget in a Time of Uncertainty

Building a Better Budget in a Time of Uncertainty

CPE Credit:
4

Overview

Description:
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget – so that it can inform and drive decision-making when we don’t quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Finance (4.0 CPE)

Instructor

Instructor:
David Peters

Additional Details

Who should attend:
CFOs & Controllers who are involved in the budgeting process.
Program Level:
Intermediate
Program Content:

The major topics that will be covered in this class include:

  • Budgets vs. Forecasts
  • Cyclicality
  • Core Earnings & Sustainable Growth
  • Identifying Key Forecast Drivers
  • Reasonableness in Forecasting
  • Approaches to Budgeting
  • Budgeting Variances
  • Horizontal Analysis
  • Flexible Budgeting
Learning Objectives:

After attending this presentation you will be able to…

  • Recall the difference between a forecast and a budget
  • Identify the difference between top-down and bottom-up budgeting
  • State the key elements of a flexible budgeting approach
  • Identify key cost drivers
  • State how behavioral biases may affect the budgeting process
  • Identify how headcount efficiency may be measured
  • Determine scenario planning
  • Recognize best practices and controls for managing budget changes
Prerequisites:
Must be a CFO or on track to become CFO, must understand basic budget processes
Advanced Preparation:
None
Developed By:
Peters Professional Education LLC
Format:
Group-Internet-Based
Course Code:
PEDPBTU4

Registration:

$149.00

Attendee Information

Please select one of the following options to register for this webinar:

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Building a Better Budget in a Time of Uncertainty

Course Code:
PEDPBTU4
Program Level:
Intermediate
Description:
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget – so that it can inform and drive decision-making when we don’t quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:

The major topics that will be covered in this class include:

  • Budgets vs. Forecasts
  • Cyclicality
  • Core Earnings & Sustainable Growth
  • Identifying Key Forecast Drivers
  • Reasonableness in Forecasting
  • Approaches to Budgeting
  • Budgeting Variances
  • Horizontal Analysis
  • Flexible Budgeting
Learning Objectives:

After attending this presentation you will be able to…

  • Recall the difference between a forecast and a budget
  • Identify the difference between top-down and bottom-up budgeting
  • State the key elements of a flexible budgeting approach
  • Identify key cost drivers
  • State how behavioral biases may affect the budgeting process
  • Identify how headcount efficiency may be measured
  • Determine scenario planning
  • Recognize best practices and controls for managing budget changes
Who should attend:
CFOs & Controllers who are involved in the budgeting process.
Developed By:
Peters Professional Education LLC
Instructor:
David Peters
CPE Credit:
4
Field of Study:
Finance (4.0 CPE)
Prerequisites:
Must be a CFO or on track to become CFO, must understand basic budget processes
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$149.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$149.00

Upcoming Dates

  • 6/4/2025 @ 1:30 PM
  • 6/26/2025 @ 11:00 AM
  • 7/11/2025 @ 2:00 PM
  • 7/15/2025 @ 11:00 AM
  • 8/4/2025 @ 1:30 PM
  • 8/25/2025 @ 9:30 AM
  • 9/10/2025 @ 9:30 AM
  • 9/23/2025 @ 12:00 PM
  • 10/2/2025 @ 1:30 PM
  • 10/21/2025 @ 2:00 PM
  • 11/18/2025 @ 1:00 PM
  • 11/25/2025 @ 1:30 PM
  • 12/10/2025 @ 2:00 PM
  • 12/19/2025 @ 12:00 PM
  • 1/27/2026 @ 10:00 AM
  • 1/30/2026 @ 2:00 PM
  • 2/18/2026 @ 12:00 PM
  • 2/24/2026 @ 12:00 PM
  • 3/14/2026 @ 10:00 AM
  • 3/25/2026 @ 12:00 PM
  • 4/10/2026 @ 2:00 PM
  • 4/27/2026 @ 12:30 PM

All times are Eastern Time Zone

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