Budgeting and forecasting lay the foundation for an organization’s fiscal health and very few businesses can succeed without performing a proper budget. While budgeting and forecasting may induce complexity and stress, organizations can by follow best practices and leverage the solutions to streamline and manage the process effectively.

Join Marcum Technology as we review best practices for a less painful budgeting and forecasting process. We will also review how you can leverage a cloud-based budgeting and planning solution like Martus that directly supports budgeting and forecasting best practices.


Buu-Linh Tran, VP Financial Solutions, Marcum Technology
Troy Minor, Senior Financial Solutions Consultant, Marcum Technology


Program Description Budgeting and Forecasting Best Practices for CFOs
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:

  • Review strategies and best practice to consider for budgeting and forecasting
  • Review key features in the Martus solution that supports best practices
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
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.