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Budgeting Basics and Beyond


Budget season: the time of year when the organization surrounds and supports finance by translating their big ideas into dollars and codifying it all in one beautiful document. Sound familiar? No? While no budgeting process is perfect, during this session we will share some helpful tips for how to structure, organize, and coordinate your budgeting process to make it more collaborative, leverage technology to simplify the process, and make it everyone’s favorite season of the year!


Jane Wochos and Dan Bender, Clifton Larson Allen

Jane is a member of CLA’s Southeastern Wisconsin BizOps team focused on providing outsourced CFO services to non-profit organizations. She is a highly accomplished and action-oriented executive with over 30 years experience leading financial and operational functions in the non-profit sector, as well as with privately and private equity owned manufacturing firms.

Dan is a Principal in the Outsourcing group at the Peoria, IL office. Dan has over 10 years of experience in performing Controller and CFO services for various entities as an outsourced professional, primarily focused in the nonprofit and state and local government entities, and he is regularly involved with organizational and regulatory compliance, interim financial reporting, and budgeting. He regularly facilitates discussions on financial performance, cash flow, compliance, and budgeting/forecasting at the governance level for various clients.

Earlier Event: October 7
Preventing Burnout
Later Event: October 7
Build Schedule Management