Skip to main content
Live Webcast

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 |  Professional Development
Speaker:
Bob Mims, CPA
Course Levels:
Intermediate
Duration:
2 Hours
Product Type:
Live Webcast - Also available: Live Webcast Replay  31
License:
Expires 40 day(s) after program date.

Dates


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

Speaker

Bob Mims, CPA's Profile

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’.
 


Additional Info

Basic Course Information

Prerequisites None
Advanced 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
Yellow Book No
Course Developer The Knowledge Institute
Date Added to Catalog 02/05/2025

Additional Information

Complaint Resolution Policy

Please 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. 


Reviews