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Avoiding Budget People Issues:  Managing Budgeting’s Soft Side

Total Credits: 2 including 2 Accounting - Technical

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Accounting and Auditing |  Personal Development |  ACPEN Industry Institute
Bob Mims, CPA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session will cover:

Avoiding Budget People Issues:  Managing Budgeting’s Soft Side

•    Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create to a better plan.  

Basic Course Information

Learning Objectives
  • Define the budget process
    • Understand varying budget cultures and choosing the right one for your organization
    • Walk through a 12-step cure for the typical Budgetaholic
    • Use Balanced Scorecard Budgeting
  • How to build a model that works
    • How the right Chart of Accounts can simplify your work 
    • Building a volume sensitive model
    • Budgeting to GAAP and for Board understanding
    • Efficiently modeling payroll and benefits
    • Identifying controllable and uncontrollable expenses
    • Using variables to stress test your budget
  • Understanding core personality types
    • Learning the type of person you are
    • Managing and coping with the budget team
    • Dealing with A, B and C players
    • Connecting through disconnection
  • Identifying the ‘big picture” and your communications role 
    • Communicating so others can understand us
    • Understanding a presentation’s anatomy 
    • Tips and tricks for budget presentation

Major Subjects
  • Budget defining,
  • Budget cultures
  • Tacticle budget issues
  • Ideas for budget solutions and process solutions
  • Understanding people in the budget process
  • Communicating your budget to non financial types

Course Materials


Bob Mims, CPA's Profile

Bob Mims, CPA Related Seminars and Products

Bob Mims, CPA, is an entrepreneur and accounting/management executive based in Memphis, TN. He has served as a financial consultant across various industries in the role of planning, modeling and CFO capacities.  Bob has had the privilege of serving as chair on an AICPA committee and on two FASB advisory committees.  During his ten years with the accounting firm KPMG, he was selected national instructor of the year on three occasions. 
Bob graduated from the University of Mississippi, and enjoys outdoor sports with his wife, 5 children, 2 service dogs, and a 20-pound cat named ‘Squirt’.


Thu, Jul 25, 2024 - 10:00am to 11:50am EDT
Thu, Aug 08, 2024 - 12:00pm to 01:50pm EDT
Mon, Aug 19, 2024 - 02:00pm to 03:50pm EDT
Thu, Sep 05, 2024 - 03:00pm to 04:50pm EDT
Fri, Sep 20, 2024 - 10:00am to 11:50am EDT
Fri, Oct 04, 2024 - 12:00pm to 01:50pm EDT
Tue, Oct 22, 2024 - 07:00pm to 08:50pm EDT
Sat, Oct 26, 2024 - 10:00am to 11:50am EDT
Fri, Nov 08, 2024 - 03:00pm to 04:50pm EST
Tue, Nov 19, 2024 - 10:00am to 11:50am EST
Wed, Dec 04, 2024 - 12:00pm to 01:50pm EST
Thu, Dec 12, 2024 - 06:00pm to 07:50pm EST
Fri, Dec 20, 2024 - 03:00pm to 04:50pm EST
Sat, Dec 28, 2024 - 10:00am to 11:50am EST
Mon, Jan 13, 2025 - 01:00pm to 02:50pm EST
Fri, Jan 24, 2025 - 03:00pm to 04:50pm EST
Thu, Feb 06, 2025 - 07:00pm to 08:50pm EST
Tue, Feb 18, 2025 - 11:00am to 12:50pm EST
Thu, Mar 13, 2025 - 01:00pm to 02:50pm EDT
Sat, Mar 15, 2025 - 11:00am to 12:50pm EDT
Wed, Mar 26, 2025 - 03:00pm to 04:50pm EDT
Thu, Apr 03, 2025 - 09:00am to 10:50am EDT
Fri, Apr 18, 2025 - 11:00am to 12:50pm EDT
Wed, May 14, 2025 - 01:00pm to 02:50pm EDT
Thu, May 29, 2025 - 07:00pm to 08:50pm EDT
Tue, Jun 03, 2025 - 09:00am to 10:50am EDT
Fri, Jun 13, 2025 - 11:00am to 12:50pm EDT
Sat, Jun 21, 2025 - 11:00am to 12:50pm EDT
Thu, Jun 26, 2025 - 01:00pm to 02:50pm EDT

Additional Info

Basic Course Information



Advanced Preparation


Designed For

Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process

Original Recording Date


Course Developer

The Knowledge Institute

Date Added to Catalog


Yellow Book


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:   Not yet rated

Total Reviews: 46


Marilyn P

"The conversation was easy to follow. Both gentlemen presented well and kept interest. Thanks."