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Budget Planning and Forecasting


Instructor: Ann Shelton, Chief Financial Officer, HomeServices of Iowa

Budgeting is not just for accountants. Business owners and managers at every level have profit and loss (P&L) responsibility, thus involvement in the budget process is essential. Marketing, manufacturing, human resources, health care, you name it—all professions are ultimately measured by their owners or investors in terms of their bottom line. No matter the metric, budgeting and forecasting effectively is crucial for understanding all businesses and succeeding at delivering results.

This five-hour, hands-on course will help you understand budgeting and forecasting methods and give you the opportunity to put some practical knowledge to work. The format will be interactive; we will discuss different approaches and explore the key components of putting a budget together. Feel free to bring questions, examples, or challenges that you’d like to discuss.