Course Description

This three-day elective course will cover the importance of having accurate budget formulation and a solid execution strategy as a financial manager or budget analyst. This course will provide you with knowledge of the procedures, processes, and rules governing budget formulation under Planning, Programming, Budgeting, and Execution. You will learn how to utilize best practices and collaborative tools to create a good budget formulation, laying the foundation for excellent execution strategies. The course will also cover the execution phase of budgeting including distribution of funds, accounting, accountability, and red flags. You will learn the skills necessary to ensure agency compliance with legislation and agency policies on budget formulation and execution.

Learning Objectives

• Recognize and explain the roles and relationships of the planning, programming, budgeting, and execution (PPBE) process
• Identify purpose and content of key PPBE events and documents
• Understand any agency-specific policies with respect to budget formulation
• Explain the importance and key features of an excellent budget formulation
• Apply the steps to transition from formulation to execution of a budget

Cancellation Policy: In the event a course is cancelled by force majeure, the course must be rescheduled within 180 days, plus any non-reimbursable fees incurred by BMRA, to avoid the penalty of full payment to BMRA for the entire cost. In the event an entire course session is cancelled, for reasons other than force majeure, less than thirty (30) calendar days prior to course commencement, all costs that BMRA incurred in preparing to teach this course must be reimbursed unless they may be reallocated to the rescheduled course. A postponement of a course is considered a cancellation unless it is rescheduled within 180 days from the date of postponement.

Complaint Resolution Policy: Complaints will be promptly addressed by calling 703-691-0868 or emailing businessdevelopment@bmra.com.

Business Management Research Associates, Inc. (BMRA) 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.

For more information, please contact businessdevelopment@bmra.com or call us at (703) 691-0868 ext. 100.