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Understanding the 4 W's in Budgeting: Who, What, When, and Which?
Total Credits: 2 including 2 Finance - Technical
- Average Rating:
- 1
- Categories:
- ACPEN Industry Institute | Accounting and Auditing | Yellow Book
- Speaker:
- Alex Romero, CPA
- Course Levels:
- Basic
- Duration:
- 2 Hours
- Product Type:
- Live Webcast Replay
- License:
- Expires 30 day(s) after program date.
Description
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities.
Basic Course Information
Learning Objectives- Identify who should be involved in the budget process
- Recall the key components and legal requirements for the budget process
- Identify when public engagement should occur in the budget process and how to engage the public
- Recognize who on the internal team is responsible for different components of the budget process
Major Subjects
- Auditing & Accounting
- Yellowbook
- Budget Process
Course Materials
| IMPORTANT CPE Credit Instructions Read Before Webcast Updated 2025 (434.2 KB) | Available after Purchase | ||
| Understanding the 4 W's in Budgeting: Who, What, When, and Which? Handout (2.9 MB) | Available after Purchase | ||
Speaker
Alex Romero, CPA Related Seminars and Products
Governmental A&A Training Facilitator
Galasso Learning Solutions, LLC
With nearly two decades of expertise in governmental and nonprofit accounting, Alex helps facilitate the development of governmental training programs for Galasso Learning Solutions. Her engaging presentation style, passion for connecting with attendees, and ability to make complex topics accessible have made her a sought-after educator in the field.
Prior to joining GLS, Alex worked for several governmental entities, served as an auditor for a public accounting firm, and earned both a Bachelor's and Master's degree in Accounting from Colorado State University. Her contributions to the accounting field have been widely recognized, including being named one of the Top 50 Women in Accounting (2022, 2023) and receiving the AICPA's Outstanding Young CPA Award in 2022.
Alex serves on AICPA Council and is a member of the Governmental Performance Accountability Committee. She previously served on the Emerging Professional Initiative Committee of the AICPA. She is currently serving as the Vice President of the Educational Foundation Board of Trustees for the Colorado Society of CPAs and is a member of their Young Professional Council. Alex loves Disney and running so in January 2024, she completed the 48.6 mile Dopey Challenge at Walt Disney World!
Dates
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Sat, May 31, 2025 - 01:00pm to 02:46pm CDT
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Thu, Jun 12, 2025 - 03:00pm to 04:46pm CDT
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Mon, Jun 30, 2025 - 09:00am to 10:46am CDT
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Wed, Jul 02, 2025 - 11:00am to 12:46pm CDT
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Wed, Jul 16, 2025 - 01:00pm to 02:46pm CDT
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Fri, Aug 15, 2025 - 03:00pm to 04:46pm CDT
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Thu, Aug 28, 2025 - 09:00am to 10:46am CDT
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Wed, Sep 03, 2025 - 11:00am to 12:46pm CDT
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Fri, Sep 19, 2025 - 01:00pm to 02:46pm CDT
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Tue, Oct 14, 2025 - 06:00pm to 07:46pm CDT
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Wed, Oct 29, 2025 - 09:00am to 10:46am CDT
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Sat, Nov 01, 2025 - 11:00am to 12:46pm CDT
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Mon, Nov 24, 2025 - 01:00pm to 02:46pm CST
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Mon, Dec 08, 2025 - 03:00pm to 04:46pm CST
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Thu, Dec 18, 2025 - 09:00am to 10:46am CST
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Mon, Dec 29, 2025 - 11:00am to 12:46pm CST
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Tue, Jan 06, 2026 - 01:00pm to 02:46pm CST
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Thu, Jan 29, 2026 - 03:00pm to 04:46pm CST
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Tue, Feb 10, 2026 - 09:00am to 10:46am CST
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Fri, Feb 27, 2026 - 11:00am to 12:46pm CST
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Mon, Mar 02, 2026 - 01:00pm to 02:46pm CST
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Wed, Mar 18, 2026 - 03:00pm to 04:46pm CDT
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Wed, Apr 01, 2026 - 09:00am to 10:46am CDT
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Tue, Apr 21, 2026 - 06:00pm to 07:46pm CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
Accounting Professionals
Original Recording Date 03/2025
Yellow Book Yes
Course Developer Galasso Learning Solutions
Date Added to Catalog 2/2025
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.
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