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CPE

Budgeting and Forecasting: Best Practices

schedule 1h 46m signal_cellular_alt All Levels category Tax-Exempt Organizations verified 20 credits available
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About This Course

This on-demand CPE course offers accessible yet thorough coverage of budgeting and forecasting: best practices.

Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.

Specifically designed for tax-exempt organizations professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.

Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.

Presented By

RX

Rafael X. Zahralddin-Aravena open_in_new

Partner • Lewis Brisbois

Mr. Zahralddin-Aravena is a member of the Corporate, Bankruptcy, Complex Business disputes practice.

JL

Jennifer L. Martinez open_in_new

Partner • Kirkland & Ellis LLP

Ms. Martinez is a leading restructuring attorney who has advised on some of the largest bankruptcy cases in the United States.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alabama Ethics 1.0
Arizona General 2.5
Colorado General 1.0
Connecticut General 2.0
Delaware General 1.5
Indiana General 3.5
Iowa General 1.0
Kansas Ethics 3.0
Kentucky General 1.0
Louisiana General 2.0
Maine General 3.0
Massachusetts General 1.5
New Jersey General 1.5
New Mexico General 1.5
New York General 1.5
North Dakota General 1.5
Rhode Island General 1.5
South Carolina General 3.5
Tennessee General 2.5
Utah General 2.0

NASBA Details

Program Level All Levels
Prerequisites None required
Delivery Method QAS Self-Study

BARBRI, Inc. 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.

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