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Live Webcast Replay

Aligning Budgets to Strategy – The Key to Long Term Profitability

Total Credits: 2 including 2 Accounting - Technical

Average Rating:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Jay Giannantonio, MS, CPA, CIA
Course Levels:
2 Hours
Access for 30 day(s) after program date.



In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webcast explores a practical “real world” planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model and culture for your organization’s future growth and profitability. 

Basic Course Information

Learning Objectives
  • Gain insights that will align your organization's budgeting and strategy process

Major Subjects
  • Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget
  • Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology
  • Drive a living planning process that permeates throughout the entire organization
  • Provide a real life example of a successful twelve step process implementation
  • Examine the pitfalls of poorly supported or designed planning process implementations

Course Materials


Jay Giannantonio, MS, CPA, CIA Related seminars and products: 3

Jay Giannantonio is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting.  Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company.  Jay lives in Boca Raton, Florida.


Fri, Apr 23, 2021 - 09:00am to 10:50am CDT
Tue, May 11, 2021 - 07:00am to 08:50am CDT
Fri, May 21, 2021 - 10:00am to 11:50am CDT
Wed, Jun 09, 2021 - 09:00am to 10:50am CDT
Thu, Jun 24, 2021 - 08:00am to 09:50am CDT

Additional Info

Basic Course Information

Prerequisites Some budgeting and strategic planning experience is helpful
Advanced Preparation None
Designed For Corporate financial professionals
Original Recording Date 04/23/2018
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 03/07/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.4

Total Reviews: 149


Deborah G

"Very helpful for working with my budgeting process"

Pandora O - Clinton Township, Michigan

"I liked the quotes and practical application. Please offer more topics from this presenter with focus on implementing this topic."

Melanie R

"Jay was great!"

Suzanne K - Farmington Hills, Michigan

"Excellent Seminar, excellent speaker and excellent questions. Enjoyed the examples, quotes and very applicable in many scenarios. Thank you "

Noël W

"Joe did a great job!"

Christina R

"Great explanations, great slides for future reference."

Jeffrey S

"I really like Jay's presentation style. His flow was interrupted by the moderator at times, yet he handled that well and in a professional manner. Enjoyed the course."

Sue V

"Very interesting course, which I enjoyed and learned a lot!"

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