Webinar Recording

Compass Best Practice Techniques: Building Your Annual Budget

Thursday, October 26, 2017 | 10:30 - 11:15 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. 

In this free webinar, 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 techniques to keep plans current as market conditions change

Presenter: Roxanne Nikirk, Product Support Manager

This webinar will be a great refresher course for all Compass users.