You might have heard the saying that managing a business without a budget is like sailing without a compass. We know that an organization’s budget defines how they should perform financially to support the strategic plan. As organizations navigate the course, most perform their variance analysis to analyze how their actuals performed against budgets. This analysis is one aspect of continuous planning. But the process to implement continuous planning to achieve the desired results is much more.

Join Marcum Technology as we provide you with a review of the different processes and methods associated with continuous planning and how leveraging a solution like Planful can automate and streamline the planning process.


Buu-Linh Tran, VP – Financial Solutions, Marcum Technology
Eugene Yim, Senior Director, Marcum Technology
Nick Lee, Planful Solution Consultant


Program Description Perform Continuous Planning to Drive Success
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:

  • Review guidelines for an effective budget
  • Review how continuous planning can help deliver better success
  • Review how Planful supports budgeting and planning
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.