Training - Business Budget

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General objectives:

This training aims to present the main budgeting techniques of the traditional budget, going through the Zero Base Budget and Matrix Expense Management. Cases based on real facts will be discussed, in which participants will have the opportunity to test how the theories presented in the classroom are applied in practice.

 

Who is it for:

  • Professionals from any area who are involved with budget preparation, review or monitoring

 
Expected benefits:

  • Identify the main concepts involved in the budget process

  • Properly project revenues both in companies whose sales are concentrated and in companies whose sales are dispersed

  • Projecting fixed costs and variable costs

  • Understand how Zero-Based Budgeting works and how this technique can be adapted for medium and small businesses

  • Build and interpret the Cash Budget

  • Understand how Matrix Expense Management controls fixed costs

  • Learn How Flexible Budgeting Controls Billing and Variable Costs

Methodology:

  • Dialogue presentation and practical exercises in electronic spreadsheets

  • Lectures and presentation of practical cases for analysis, discussion and resolution of doubts experienced by the participants;

  • Position of participants in relation to market practices.

Program:

Module 1 - Budget Implementation

  • The importance of Budget Management in companies

  • Strategic Planning vs. Budget Planning

  • Budget Models

  • Main budget pieces

  • Budgeting as an efficient resource allocation technique

  • The Budget as an auxiliary tool in the decision-making process

  • Budget Limitations

  • The apportionment of fixed costs in the Budget

  • How to efficiently allocate a limited resource that is disputed by more than one product

  • The economic scenario; its importance and how to obtain it at no cost to the company

  • Performance indices: their importance in budget preparation and control

Module 2 - Revenue Projection

  • The sales budget: companies with concentrated sales and dispersed sales

  • Projection of revenue for consolidated companies and non-consolidated companies

  • Projecting month-to-month billing

Module 3 - Cost and Expense Projection

  • The Cost of Sales budget (Products Sold, Goods Sold and Services Provided)

  • The Zero-Base Budget; quantitative analysis of fixed costs

  • In which order should fixed costs be budgeted or cut

  • Labor Budget: How to Build a Plan for Integration and Demobilization of Personnel

  • How to budget the costs of unscheduled layoffs

Module 4 - Projecting Long-Term Cash Flow

  • Why the cash budget?

  • The Flow of Operational Activities - The Operation

  • The Flow of Investment Activities - The Strategy

  • The Flow of Financing Activities - The Tactic

  • Graphical cash flow analysis

Module 5 - Budget Control

  • Monetary and non-monetary controls

  • Controlling Variable Costs: The Flexible Budget

  • Controlling Fixed Costs: The Matrix Expense Management

Credit hours: 16h class

 

Investment, deadline and application procedures

Possibility of installments in up to 6 installments on the credit card

Progressive discount for:

  • 1 registration = 10%

  • 2 registrations = 15%

  • 3 registrations = 20%

 

The registration fee includes:

  • Printed handout and worksheets

  • Valini Training Certificate

  • Check out the payment facilities for our events. Boleto, Credit Card up to 06 interest-free installments, or Deposit to Account.

  • If you prefer, request an In-Company proposal with the benefits of adapting training to your company's reality!