January 5, 2023

CPE Compliance Disclosure:


What budgeting strategies are you using at your organization? What is and isn’t working? How does this compare to your peers in the Association world? Join us as we share and brainstorm budget strategies.


  • Learn what budget process are your association peers using? What is working well and what is not?
  • Learn what budgeting software are your association peers using?
  • Learn strategies for program review that allow for objective approval/decline
  • Learn strategies for board involvement in budget process

INSTRUCTOR(S): Co-Moderated Roundtable discussion lead by Becky Perry, Chief Financial Officer, American Association of Endodontists; and Marc L. Freeman, CPA, CGMA, Chief Financial Officer, National Business Aviation Association, Inc. (NBAA).

DELIVERY METHOD: Group Internet-Based


LEVEL: Intermediate


Subject Domain: Operations

PREREQUISITES:  C-Level Management Experience

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

U.S Transactions Corp. (CPE Sponsor ID: 138278) 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.