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Annual Budget Process Best Practices for Not-for-Profits
March 20, 2025 @ 1:00 pm – 2:00 pm EDT
Free
1 CPE credit
Overview
Join us to review the organizational budget process. This course will help you better understand the budgeting timeline, budget stakeholders, and how to understand your organization’s needs and priorities. You will learn how to build out the departmental/ program budgets and how to best roll them up to the organization wide budget. We will discuss budget assumptions and the operational strategy behind budgeting.
Presenters
Albert Jimenez, CPA, Managing Director, Client Accounting & Advisory Services, CBIZ
Joseph Ritchie, Director, Client Accounting & Advisory Services, CBIZ
CPE CREDITS
| Program Description | Annual Budget Process Best Practices for Not-for-Profits |
| Important Notice Regarding CPE: | |
| Learning Objectives | At the end of this course, the attendee will be able to:Interpret the budgeting timeline, budget stakeholders, and evaluate your organization’s needs and priorities. |
| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Finance |
| Prerequisites | None |
| Program Level | Intermediate |
| Advance Preparation | Review your organization’s current budget process and come with questions |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
 | CBIZ, 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. |
