Join us to review the Organizational Budget process. This course will help you better understand the budgeting timeline, budget stakeholders, and how to understand your organization’s needs and priorities. You will learn how to build out the departmental/ program budgets and how to best roll them up to the organization wide budget. We will discuss budget assumptions and the operational strategy behind budgeting.


Albert Jimenez, Partner, Managed Services – Accounting, Marcum LLP
Joseph Ritchie, Senior Manager, Managed Services – Accounting, Marcum LLP


Program Description Annual Budget Process Best Practices for NFPs
Important Notice Regarding CPE:
Learning Objectives In this session, attendees will review a full budget cycle and best practices along with multiple approaches to this process will be discussed.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Finance
Prerequisites None
Program Level Intermediate
Advance Preparation Review your organization’s current budget process and come with questions.  
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP 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.