Program Budgeting in the Real World

Date and Time: January 15th, 2014 - 09:00 am to 04:00 pm Location: 33 University Dr. - Newtown, PA

Select your pricing level

Budgeting is a crucial component of planning and financial management. It provides an outline of how the mission and objectives of the organization will be actualized in the upcoming year. This lab-based class will provide you with the secrets of successful budgeting and with hands-on experience using Excel to create and adapt a budget to changing circumstances. Learn how to develop a budget, monitor actual income and expenses, and compare them to your budget. Practice creating a cash flow statement that can be used for monitoring and projecting cash flow on a monthly basis, and learn a method of allocating shared costs. This class also provides an opportunity to practice basic Excel commands, functions and formulas, as well as experience in linking spreadsheets and moving data to and from Excel.

Certificate Programs: Financial Management

Event Location

Date: January 15th, 2014

Location: La Salle University Bucks County Center

Address: 33 University Dr.

Newtown, PA 18940

Member Rate $119
Non-Member Rate $149

Instructors

  • Katherine Ann Reilly

    Katherine Ann Reilly, a Certified Management Account, recently retired as finance director for the Philadelphia Yearly Meeting of the Religious Society of Friends, where she was responsible for all fiscal matters, including the preparation of monthly and year-end financial statements and reports, budgets and investments. Previously, she was finance director for Big Sisters of Philadelphia, Inc. and MEND, a housing organization.  Prior to focusing on accounting, she was a program director at Lutheran Settlement House Women’s Program in Philadelphia.  She received an MBA from Temple University, a M.Ed. from Eastern Washington University and a BA from SUNY at Buffalo.