United States: The Link Between Strategic Planning And Annual Budgeting
Last Updated: June 8 2015

Start Time: Nov 12, 2015 2:00 PM ET
End Time: Nov 12, 2015 3:30 PM ET

Location Details: Online
Event Type: Webcast
Recommended CPE Credits: 1.5
Audience: CFOs, Controllers, Audit Committee Members, Board Members

Contact: Alix Fried
Phone: 312.602.8206
Email: alix.fried@us.gt.com

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Many nonprofit organizations have established strategic plans, and annual budgets are commonplace. However, are not-for-profit organizations and higher education institutions creating, updating and monitoring these essential documents in an optimal manner? Further, have they integrated these processes to effectively link organizational strategies with budgets, both up front in their establishment and when monitoring progress to date and budget-to-actuals?

This webcast will provide not-for-profit and higher education leadership with insights into how to develop and connect these business-critical documents in order to drive organizational efficiencies and effectively serve their constituents and missions.

Featured presenters:

  • Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices
  • Joseph Mulligan, Manager, National Not-for-Profit and Higher Education Business Advisory Services Practice
  • Matt Unterman, Senior Manager, National Not-for-Profit and Higher Education Business Advisory Services Practice

Learning objectives:

  • Identify best practices when creating strategic plans and annual budgets
  • Recognize how leading nonprofit organizations connect these two important processes
  • Describe how strategic plans and annual budgets can be monitored throughout the year via an integrated process

Recommended Field of Study: Management advisory services
Program Level: Overview
Prerequisite: None
Delivery Method: Group-internet

Please note: Individuals must be registered and attend the training on their own personal computers. Sharing computers will invalidate the eligible CPE for those individuals.

If you have any questions or encounter any difficulties while enrolling, please contact technical support via phone at +1 877 398 9939, via email at GTWebcast@level3.com, or visit our webcasting frequently asked questions page.

If you have any questions regarding CPE credit, please contact CPE support via phone at +1 630 396 5831, via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.

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