Compass Best Practice Techniques:

Building Your Annual Budget

October 25, 2016  |  10:30 - 11:30 AM CDT

Ensure your budgeting and planning process includes the elements needed for accurate, reliable results in 2017 and beyond.

Save your spot for an educational webinar as Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.

You will learn to take advantage of key components of the budgeting process:

  • Top-level modeling and forecasting options available in your Compass model
  • Adjusting tax settings and modeling dividends
  • Proper steps for locking your budget after Board approval
  • How to use reforecasting to adjust plans as markets change

Who should attend: All Compass users who would like a great refresher course

Meet the Presenter

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Roxanne Nikirk 
Client Success Manager