Budget Blueprint - Building Your Case for the Year Ahead (Financial Forensics Series, Session 3)

Financial Forensics Series Description: 

In this four-part “Financial Forensics” series, participants will learn to investigate the numbers behind property performance and uncover the operational stories hiding in plain sight. Each session builds practical skills in income, expenses, and budgeting, culminating in a hands-on case study that puts participants in the detective’s chair. Whether you’re new to financials or ready to strengthen your analytical skills, this series helps you move from reacting to results.

Session Description:

A great budget tells a story before the first dollar is spent. This session explores how to use historical data, current trends, and operational insights to build a thoughtful, defensible budget. We’ll connect the dots between income and expenses to create a blueprint that supports both performance goals and team accountability.

Learning Objectives:   

• Utilize historical data and year-to-date variances to forecast realistic income and expense targets.
• Translate operational goals (occupancy, staffing, maintenance plans) into process. 
• Strengthen collaboration between onsite and regional teams during the budgeting process. 
• Identify red flags early by comparing budget vs. actuals and adjusting strategies in real time. 

CONTINUING EDUCATION CREDIT: In order to earn Continuing Education Credits (CECs), viewers must attend the live virtual class. No credit will be earned from watching the recording posted to our website following the class. Attendees are encouraged to turn on their video cameras and participate in any poll questions/open discussion from the speaker(s). Credit hours are based on webinar duration.