Overview

Many organizations still rely on manual budgeting processes using tools like Microsoft Excel, which can be time-consuming and error-prone. However, there are now cloud-based budget management solutions available that can automate much of the budgeting process, freeing up finance leaders to focus on driving their organization’s missions forward. In this webinar, we will share best practices for efficient budgeting and forecasting, and demonstrate how cloud-based solutions, like Martus, can directly support these best practices. Join us to learn how to optimize your budgeting process and improve your financial planning capabilities. Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.

Speaker

Buu-Linh Tran

Buu-Linh Tran is a vice president of financial solutions with Marcum Technology with over 25 years of various public accounting and consulting experience. She specializes in technology consulting services, including financial system implementations for several leading product lines, modifications and integrations with existing applications, and corporate performance management. Ms. Tran regularly consults with CEOs, CFOs, CIOs, and other executives across a wide range of financial system, information technology, and business process projects.

FULL BIO

Buu-Linh Tran

Buu-Linh Tran is a vice president of financial solutions with Marcum Technology with over 25 years of various public accounting and consulting experience. She specializes in technology consulting services, including financial system implementations for several leading product lines, modifications and integrations with existing applications, and corporate performance management. Ms. Tran regularly consults with CEOs, CFOs, CIOs, and other executives across a wide range of financial system, information technology, and business process projects.

Ms. Tran is an accomplished finance and accounting systems professional with proven experience in business requirements analysis, systems integration, accounting software implementation, financial management, and strategic planning. She has managed both large and small technical engagements, overseeing the development and implementation of leading ERP solutions, including Dynamics GP and Sage Intacct and CPM Solutions.

Ms. Tran was previously with a global accounting firm, where she assisted a wide range of clients to optimize enterprise-level applications and processes. A certified public accountant (CPA), she received her Masters of Science in Information Systems from George Washington University and also holds a Bachelor of Business Administration in Accounting from University of Maryland at College Park, Maryland.

CPE

Program Description Stop Spending Painful Hours on Budgeting
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:

  • Understand the benefits of budget management solutions
  • Review strategies and best practices to consider for budgeting and forecasting
  • Illustrate implementation best practices
  • Make use of key features in the Martus solution that supports best practices
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
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]@marcumllp.com.

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.