Budgeting Bootcamp: Annual Operating Plan
Master strategic budgeting and annual operating planning. Learn to create accurate budgets, align financial goals, and deliver data-driven insights that impress leadership.
Access all courses starting at $25/month.
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2 hrs 34 mins
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32 Lessons
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4.5 NASBA CPE Credits
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Language: English
This Budgeting Bootcamp teaches you how to run a value-added and efficient strategic budgeting process. Starting with the basics, you’ll explore every aspect of creating an annual operating plan—from sales and production budgets to cost-of-goods-sold and consolidated financial models. The course also covers advanced techniques for calendar planning, template structuring, and delivering professional presentations to leadership and boards.
By the end of this course, you’ll be equipped with the tools to transform your budgeting process into a strategic advantage.
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In this course, you'll learn...
✅ The purpose and components of strategic budgeting, including sales, production, and cost-of-goods-sold budgets.
✅ How to set up calendars, structure templates, and manage deliverables throughout the budgeting process.
✅ Techniques for creating consolidated financial models and forecasting cash positions.
✅ Advanced methods for preparing presentations for leadership and board review.
✅ Strategies to elevate a basic budget into a world-class strategic plan.
✅ Tips and lessons learned from real-world examples to continuously improve your budgeting process.
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How you'll apply these skills...
- Run efficient, accurate budgeting processes that align financial goals with strategic company objectives.
- Create and manage detailed financial templates, ensuring data consistency and reliability.
- Present professional financial plans and insights to leadership and boards with confidence.
- Optimize resource allocation by forecasting cash positions and understanding funding requirements.
- Continuously refine your company’s annual operating plan to achieve strategic excellence.
- Deliver actionable insights that support leadership decision-making and align teams around clear financial targets.
Additional Info
📝 Format
3-6 minute videos, 5 quizzes, and a final exam
🖥️ Field of Study
Finance
💼 CPEs
4.5
📋 Prerequisites
You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (VLOOKUP, Pivot Tables, SUM, SUMIF). If you do not, we recommend taking our Financial Statement Analysis course and/or our Microsoft Excel Bootcamp.
Access all courses starting at $25/month.