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Deep Dive: Nuts and Bolts of Financial Budget and Forecast

September 30 @ 6:00 pm 7:00 pm PDT

Exclusive webinar – available to Leadership Workshop attendees only

This session will provide actionable insights into building and managing financial budgets and forecasts to ensure organizational success. Participants will explore the key steps in assessing their current financial position, understanding the purpose of forecasting, and implementing practical approaches to budgeting. The webinar will also introduce a user-friendly template designed to streamline your financial planning process.  

Learning Outcomes: 

  • Assess current financial position and align budget with organizational goals.  
  • Discuss practical approaches to budgeting and forecasting for associations.  
  • Review use of a customizable budgeting and forecasting template.  

Speaker(s)

Heidi Stevens, VP, Finance, CDA

Audience

Leadership

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