While most of us know an organization’s success depends on the effectiveness of the planning process. A critical element of the planning process is the budget planning. For many organizations, this process is an arduous task that takes couple of months to complete. Thankfully, there are solutions that can help streamline your budget process as well as measure forecasted budget figures against actual results in order to know where adjustments may be needed.

Join Marcum Technology as we provide you with a review of the Martus Solutions and how we leverage Martus to build operating budget, create forecast against existing budget and run reports for variance analysis.


Buu-Linh Tran, Vice President – Financial Solutions
Troy Minor, Senior Financial System Consultant


Program Description Overcoming Challenges of Managing Budgets
Important Notice Regarding CPE:
Learning Objectives In this session, attendees will:

  • Review guidelines for an effective budget
  • Review how Martus Solution can help streamline your budget process and evaluate your performance
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.