Better Budgeting: The Budgeting Process (2.5 hrs)

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Course Description

Better Budgeting: The Budgeting Process Video Course

Budgeting consumes a massive amount of time and resources. It’s a stressful and busy time. Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

This course goes step-by-step through the budget formation process. The purpose and role of the budget can best be explained in the context of strategic planning. We’ll explore which analyses can be done throughout the year to take pressure off the very busy budgeting season. Some lessons cover the nuts and bolts of budget reporting and budgeting tools.

This course is part of a three-part series called Better Budgeting. The three parts are:

  • The master budget and sub-budgets
  • The budgeting process
  • Budgeting alternatives

You can watch all three parts in the order above or watch any part as a stand-alone course.

The course author has been the CFO, SVP of Finance, or Director of Operations of companies with just a few employees to companies with $3 billion in assets and hundreds of employees. He’s led, facilitated, or participated in the budgeting process many times.


Course information

Price: $30

Course No. S012
Format: Online video with final exam
Instructional Delivery Method: QAS Self-Study
Prerequisites: None
Advance Preparation: None
Level: Overview
CPE Credit: 2.5 hrs.
Field of Study: Finance: Technical
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: October 2023


After completing this course, participants should be able to:

  • Identify the relationship between strategic planning and budgeting
  • Recall key steps in the budgeting process
  • Recognize the difference between top-down and bottom-up budgeting

The Budgeting Process Topics of Discussion

Budgeting and Strategic Planning
Top-Down or Bottom-Up Budgeting?
The Budget Process – Start to Finish
Testing Budgets
Budget Reporting
Budgeting Tools

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