FRIDAY, OCTOBER 25 / 3:00PM – 3:50PM / ROOM – DANNER EAST

SPEAKER DETAILS:

SPEAKER:    Melissa Sager, Biz Brainery, LLC, CEO

SESSION TITLE:    Better Business Budgeting:  A practical approach to the budget creation process

SESSION DESCRIPTION: 

The fundamental purpose of a budget is to have more control over spending.  When executed properly, the added benefits are improved awareness and visibility of spending, focus on priorities to drive revenue, ability to measure performance (KPIs), and opportunity to re-forecast throughout the year. Melissa will share her 15+ years of experience in Corporate Accounting & Finance preparing and leading budget and forecast processes, highlighting budget methods and practical application of those methods. In this session, you will learn the difference between a budget and a forecast, the three most commonly used budget methods, and the steps for creating a meaningful and useful budget, no matter what budget tool/software you use. The steps and methods can be applied to corporate, small business, solopreneur or even household budgets.

This session is suited for:

• Accounting/finance professionals involved in the budget/forecast process
• CPA’s offering Advisory Services that add value to the clients year-round
• Entrepreneurs that need more visibility, control and understanding of their business

 

Field of Study:  Finance

Program Level:   Overview / 1CPE / Non-technical

Prerequisites: None

Advance Preparation: None

Speaker BIO: https://www.linkedin.com/in/melissa-sager-6a0a3520/

Email:   msager@bizbrainery.biz

LinkedIn:  

https://www.linkedin.com/company/biz-brainery/

https://www.linkedin.com/in/melissa-sager-6a0a3520/

Website https://bizbrainery.biz/