The Budgeting Process

Do you struggle with setting a realistic or accurate budget for your organization?  Join us to learn the steps involved in creating a budget.

Learning Objectives

• Understand the factors to consider when preparing a budget
• Understand the difference between a zero-based and baseline budgets
• Understand the budget planning process and who should be involved
• Know how to monitor budgets

Description

The budget sets the priorities for a nonprofit's activities.  The budget must reflect the nonprofit's mission, vision and tax exempt purpose.  This session will give you the tools you need to begin preparing an effective budget along with methods of monitoring the budget.

Level

Intermediate

Audience

Individuals who have a role in budgeting, whether for a single program or the whole organization. Anyone looking to turn their budget into a meaningful management tool.

Presenter

E. DeAnn Eaton, CPA, MBA, Chief Executive Officer, began as Controller for La Vida Llena in 1994, was promoted to Chief Financial Officer in 1999 and to Chief Executive Officer in 2011. Prior to joining La Vida Llena, Ms. Eaton was the Controller for The New Mexico Educational Assistance Foundation, a firm with approximately $500 million in bonds outstanding during her time as Controller. Ms. Eaton has been an adjunct accounting professor for 21 years at two local colleges. Ms. Eaton received a Bachelor's in Business Administration, with a concentration in Accounting, from Bethany College in Lindsborg, Kansas, and a Master's of Business Administration from the College of Santa Fe in Albuquerque, New Mexico. In addition, she holds a Qualifying Real Estate Broker's license in New Mexico.