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Enterprise Budgeting & Strategic Planning for Construction Finance Certificate Program
$863.00
Member price: $546.00
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Tuesday, July 8, 15, 22, 29 & August 5, 2025
3-5 pm (ET), 12-2 pm (PT)
Enterprise budgeting plays a crucial role in the financial health and strategic direction of a construction company. With fluctuating material costs, project timelines, and labor demands, effective budgeting ensures financial stability while supporting long-term business growth. This certificate program is designed to equip construction finance professionals with the skills needed to develop and implement enterprise budgets that align with strategic business goals. Whether you’re building a company-wide budget from scratch or want to improve the one you already have, this course walks you through the full process—from setting revenue goals to planning overhead and using backlog and burn-off schedules to forecast more accurately. Through expert-led instruction, case studies, and interactive sessions, participants will gain a deep understanding of the budgeting process, financial forecasting techniques, and strategic planning methodologies tailored to the construction industry.
3-5 pm (ET), 12-2 pm (PT)
Enterprise budgeting plays a crucial role in the financial health and strategic direction of a construction company. With fluctuating material costs, project timelines, and labor demands, effective budgeting ensures financial stability while supporting long-term business growth. This certificate program is designed to equip construction finance professionals with the skills needed to develop and implement enterprise budgets that align with strategic business goals. Whether you’re building a company-wide budget from scratch or want to improve the one you already have, this course walks you through the full process—from setting revenue goals to planning overhead and using backlog and burn-off schedules to forecast more accurately. Through expert-led instruction, case studies, and interactive sessions, participants will gain a deep understanding of the budgeting process, financial forecasting techniques, and strategic planning methodologies tailored to the construction industry.
Over five sessions, we’ll break down the building blocks of a strong enterprise budget and give you practical tools you can apply right away. You’ll learn how to develop a budget that’s more than just numbers—it becomes a living financial plan that helps leadership make smarter decisions. We’ll also cover how to get buy-in from teams, build accountability across departments, and adjust your budget as conditions change.
Each session includes real-world examples, Excel tools, and interactive discussions with peers. You’ll walk away with a framework you can bring back to your company—and the confidence to use budgeting as a strategic driver, not just a finance task.
Learning Objectives
After this course, you will be able to:
• Explain why enterprise budgets are essential for effective financial planning and long-term business sustainability.
• Explain why enterprise budgets are essential for effective financial planning and long-term business sustainability.
• Learn the differences between top-down vs bottom-up budgeting approaches and assess which method is more effective in various business contexts.
• Evaluate financial scenarios where fixed costs can be adjusted or optimized for scalability as business needs evolve.
• Utilize backlog and burn-off data as key indicators for optimizing budgeting strategies and improving organizational performance.
Prerequisites
This is a group internet-based course at the Advanced Level. Pre-reading and preparation are required before participating in each module of the program.
CPE Credits
10.0 CPE CPE credits
CPE/CCIFP Information
Earn 10.0 CPE/CCIFP Professional Development credits toward the General or Construction Requirement.
Course Length
The estimated time to complete the course is approximately 600 minutes, depending on the pace of the learner.
Who Should Attend:
• Business Owners
• CEOs
• CFOs
• Controllers
• CPAs
• Construction Financial Professionals
• General Contractors
• Professional Advisors
• Subcontractors
Field of Study:
Accounting
Speaker:
Heather Waldenmayer
