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Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight

Total Credits: 2 including 2 Accounting - Technical

Average Rating:
Not yet rated
Categories:
Accounting and Auditing |  Personal Development |  ACPEN Industry Institute
Faculty:
Bob Mims, CPA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.

Basic Course Information

Learning Objectives

 

  • Understanding core personality types
    • Learning the type of person you are
    • Managing and coping with the budget team
    • Dealing with A, B and C players
    • Connecting through disconnection

Major Subjects
  • Understanding your own leadership tendencies and applying them to your strengths?
  • Understanding core personality types
  • Learning what type of person you are?
  • Managing and coping with the budget team
  • Effectively dealing with the A, B, C and other players?

Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.43 MB) Available after Purchase

Faculty

Bob Mims, CPA's Profile

Bob Mims, CPA Related Seminars and Products

Bob Mims, CPA, is an entrepreneur and accounting/management executive based in Memphis, TN. He has served as a financial consultant across various industries in the role of planning, modeling and CFO capacities.  Bob has had the privilege of serving as chair on an AICPA committee and on two FASB advisory committees.  During his ten years with the accounting firm KPMG, he was selected national instructor of the year on three occasions. 
Bob graduated from the University of Mississippi, and enjoys outdoor sports with his wife, 5 children, 2 service dogs, and a 20-pound cat named ‘Squirt’.
 

Dates

Thu, Aug 28, 2025 - 04:00am to 06:00am HAST
Tue, Sep 02, 2025 - 06:00am to 08:00am HAST
Sat, Sep 13, 2025 - 09:00am to 11:00am HAST
Thu, Sep 18, 2025 - 04:00am to 06:00am HAST
Tue, Sep 30, 2025 - 06:00am to 08:00am HAST
Thu, Oct 09, 2025 - 08:00am to 10:00am HAST
Tue, Oct 28, 2025 - 06:00am to 08:00am HAST
Thu, Oct 30, 2025 - 05:00am to 07:00am HAST
Sat, Nov 08, 2025 - 10:00am to 12:00pm HAST
Thu, Nov 20, 2025 - 09:00am to 11:00am HAST
Tue, Nov 25, 2025 - 07:00am to 09:00am HAST
Thu, Dec 11, 2025 - 09:00am to 11:00am HAST
Tue, Dec 23, 2025 - 07:00am to 09:00am HAST
Thu, Jan 08, 2026 - 08:00am to 10:00am HAST
Sat, Jan 10, 2026 - 10:00am to 12:00pm HAST
Tue, Jan 20, 2026 - 07:00am to 09:00am HAST
Thu, Jan 22, 2026 - 09:00am to 11:00am HAST
Thu, Feb 12, 2026 - 05:00am to 07:00am HAST
Tue, Feb 17, 2026 - 07:00am to 09:00am HAST
Thu, Mar 05, 2026 - 09:00am to 11:00am HAST
Sat, Mar 14, 2026 - 09:00am to 11:00am HAST
Tue, Mar 17, 2026 - 06:00am to 08:00am HAST
Thu, Mar 26, 2026 - 08:00am to 10:00am HAST
Tue, Apr 14, 2026 - 06:00am to 08:00am HAST
Thu, Apr 16, 2026 - 05:00am to 07:00am HAST
Thu, May 07, 2026 - 08:00am to 10:00am HAST
Sat, May 09, 2026 - 09:00am to 11:00am HAST
Tue, May 12, 2026 - 06:00am to 08:00am HAST
Thu, May 28, 2026 - 05:00am to 07:00am HAST
Tue, Jun 09, 2026 - 06:00am to 08:00am HAST
Thu, Jun 18, 2026 - 08:00am to 10:00am HAST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process
Original Recording Date 7/28/25
Course Developer The Knowledge Institute
Date Added to Catalog 02/05/2025
Course Schedule This course contains no breaks.
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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