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UST Education Webinar Series - Shared screen with speaker view
Leslieu
18:20
Leslie Urban is leslieu
Nicole Crabtree, UST
19:11
NetSuite Practice Leader:marshm@ustranscorp.com
Kayce Halstead
19:36
just looking to see some NetSuite specific budgeting tips
Cybil Lovas - PIIAC
19:43
Just looking for general information. Topic seemed interesting for CAE credits :)
Becky Perry
19:45
New ideas on enhancing the end user experience
Jennifer Sklena
19:47
Better understanding of association budgeting practices from someone not currently involved in budget meetings.
Brad Parker, CAE | BHL
19:53
Better budget forecasting & monitoring practices.
Reggie Brewington, Jr.
19:55
General budgeting tips
Mary Orgler
19:56
How to budget better
Jade Meador
19:57
Better understanding of and tips for budgeting
charles.schneider
20:01
New ways of doing old things
Andrew Chang (he/him)
20:07
Hope to clear up some problems we're having with NS/NSPB
Shelby Smiley
20:07
Better understanding budgeting
Nikki Frost
20:11
General budgeting info
Sergio Prada
20:11
General information, see if I can use my NetSuite tool better
Robert Oliveri
20:13
Improve forecasting
Mark Harrington
20:14
Any best practices that could help us through the budget process
Lisa Delventhal
20:17
New formats and presentations to help visualize financials for volunteers.
Wade Tetsuka
20:22
Understanding budgeting software and how it will help the business process
Laura Morales
20:33
Any tips that might streamline the budgeting process. I would like to hear how others do it.
Leslieu
20:38
I would like to get ideas for improving our forecasing
Walter Rabianski
20:45
to better understand Net Suite budget capabilities
TC Fleming
21:02
Looking for best practices re: budgeting timelines and key milestones
Sarmala Thileepan
21:07
I would like to understand of budget practices from NS perspective.
Sergio Prada
21:27
Oh and forgot to say -> CPE credit please - Sergio Prada
Reggie Brewington, Jr.
22:12
Will the slides be made available?
Nicole Crabtree, UST
23:42
Question 1 for CPE/CAE credit:
Becky Perry
23:50
budgeting since last century
Brad Parker, CAE | BHL
23:55
Association executive director
Cybil Lovas - PIIAC
23:55
I handle events and education... no real budgeting background
Reggie Brewington, Jr.
23:58
Taking on a new responsibility
Andrew Marsh
24:01
Don't have any experience budgeting but have been tasked with being more involved. I work in sales and marketing
Kayce Halstead
24:03
I'm in Finance - with slightly less than a century of budgeting responsibilities :)
Sarmala Thileepan
24:05
Beginner level from Finance background
Sergio Prada
24:06
FP&A for many years
Jade Meador
24:07
New to budgeting for the association as a whole, but have been department budgets for many years.
charles.schneider
24:09
CPA. But haven't worked with Budgets in about 5 years.
Kasey O'Dea
24:13
budgets for events and education and now online learning
Robert Oliveri
24:14
Education department, input for Ed budget
Lisa Delventhal
24:15
Have managed budgets in millions, smaller programmatic budget construction and adherence lately.
Mary Orgler
24:16
Director of all things budgeting
Wade Tetsuka
24:18
Former controller so I did all the groundwork 20 years ago
Sonia Dawson
24:20
taking this on for multi-departmental multi-company/country entity.
Raluca
24:28
new to PBCS, but not new to budgeting
Jennifer Sklena
24:29
Very little budgeting experience besides what I provide to the ED from my program area.
Roger Nagel
24:29
over 20 years
Leslieu
24:30
I am a CPA in the Treasury Dept. responsible for forecasting Cash
Andrew Chang (he/him)
24:32
I started budgeting with PepsiCo in 1982...done by hand on columnar sheets
Laura Morales
24:36
I am a CPA, Finance Senior Manager. I prepare my department budget and review other budgets.
Andrew Chang (he/him)
24:51
I am COO/CFO
Nikki Frost
24:52
I handle it all, accounting, events-everything!
Mark Harrington
25:06
A few years into FP&A budgeting and forecasting full time
Walter Rabianski
25:30
Budgeting and accounting for federal grants for about 17 years
Nicole Crabtree, UST
31:42
Q2 for CPE/CAE credit:
Sarmala Thileepan
31:53
Using excel
Reggie Brewington, Jr.
31:54
Excel based
Wade Tetsuka
31:57
Excel
charles.schneider
31:57
Netsuite and Excel
Laura Morales
31:58
Lots and lots of Excel spreadsheets
Brad Parker, CAE | BHL
31:59
QuickBooks. And lots of committee discussion!
Kayce Halstead
31:59
Excel for departments to enter their individual budgets by program - import to NetSuite
Mark Harrington
31:59
Excel is our main tool
Kasey O'Dea
32:00
good ole excel
Becky Perry
32:01
Vivid software - typical process
Andrew Marsh
32:03
Excel
Nikki Frost
32:04
I use excel and also quickbooks
Sonia Dawson
32:06
We budget in Google Sheets right now but moving to Prophix
Sergio Prada
32:07
4 quarter rolling forecast, mix of Google Sheets and Excel
Jade Meador
32:08
Excel and Quickbooks
TC Fleming
32:09
Excel and Adaptive Insights
Walter Rabianski
32:10
Adaptive
Mary Orgler
32:11
We use excel and it is an annual budget, no monthly amounts
Leslieu
32:22
We're using Excel to forecast Cash availability for one year
Cybil Lovas - PIIAC
32:26
not sure
katiesulpice
32:27
Google Sheets and Adaptive
Robert Oliveri
32:27
excel
Roger Nagel
32:32
Excel
Jennifer Sklena
32:33
excel and quick books for reconcilliation
Andrew Chang (he/him)
32:38
Still using Excel for OpEx, NSPB for Workfore, Revenue, Fixed Assets
Lisa Delventhal
32:49
excel, hyperion
Lisa Delventhal
32:56
smarthseets sometimes
Nicole Crabtree, UST
35:42
Q3 for CPE/CAE
Reggie Brewington, Jr.
35:52
No failures, fairly successful
Kayce Halstead
35:54
I wouldn't say we've failed at it - but there's always room to make it better, and certainly more efficient
Brad Parker, CAE | BHL
35:57
Ours is clunky but it seems to work.
Sonia Dawson
35:58
Our business expanded at such a rapid growth we weren't able to staff to keep up.
Jade Meador
35:59
No real failures
Mary Orgler
36:00
We budget annually and it works for us.
Becky Perry
36:11
Budgeting overall works well except we always overestimate expenses
Cybil Lovas - PIIAC
36:17
As far as I know, we do a pretty good job of this. Not really involved in this right now
Andrew Chang (he/him)
36:18
We have a formal process, but want to move to iterative forecasting
Laura Morales
36:19
It is working fine, no failures. Just not particularly efficient.
Shelby Smiley
36:22
No real failures
Jennifer Sklena
36:25
The process is unnecessarily complicated and there are too many budget codes
Leslieu
36:36
WE don't have a history of failure, just a bit of an issue with expense control
Sergio Prada
36:37
Bottoms up 4 quarter forecast with budget owners across the company works well
Kasey O'Dea
36:42
works but overly complicated
Wade Tetsuka
36:46
Some departments would pad their budgets
Robert Oliveri
36:49
none that I know of (but I'm new)
Mark Harrington
37:20
No real issues in our implementation of budget processes
Nicole Crabtree, UST
01:02:21
Q4 for CPE/CAE:
Brad Parker, CAE | BHL
01:02:34
1000
Jennifer Sklena
01:02:36
$1000
Reggie Brewington, Jr.
01:02:41
can you show the slide?
Leslieu
01:02:45
1000
Walter Rabianski
01:02:55
$900
Kasey O'Dea
01:02:58
900
Reggie Brewington, Jr.
01:03:00
900
Sonia Dawson
01:03:02
900
Kayce Halstead
01:03:02
900
Cybil Lovas - PIIAC
01:03:02
900
Wade Tetsuka
01:03:05
900
Laura Morales
01:03:06
$900
Shelby Smiley
01:03:07
900
Lisa Delventhal
01:03:08
900
Nikki Frost
01:03:09
900
Robert Oliveri
01:03:10
$900
Sergio Prada
01:03:19
$900
Mark Harrington
01:03:20
900
Mary Orgler
01:09:44
900
Nicole Crabtree, UST
01:09:46
Q5 for CPE/CAE:
Reggie Brewington, Jr.
01:09:51
d
Shelby Smiley
01:09:53
D
Roger Nagel
01:09:59
D
Sarmala Thileepan
01:10:00
D
Walter Rabianski
01:10:00
C
Kayce Halstead
01:10:02
b
charles.schneider
01:10:03
D D
Mary Orgler
01:10:06
D
Nikki Frost
01:10:12
D D
Jennifer Sklena
01:10:16
b
Roger Nagel
01:10:22
B
Mark Harrington
01:10:23
B
Brad Parker, CAE | BHL
01:10:26
B
Leslieu
01:10:28
Using none currently. Alerts for over budget
Laura Morales
01:10:28
First part D, Second part probably B
Jade Meador
01:10:29
D B
Sarmala Thileepan
01:10:30
B
Sergio Prada
01:10:33
B
Kasey O'Dea
01:10:34
D B
Sonia Dawson
01:10:43
D
Mary Orgler
01:10:46
B
Cybil Lovas - PIIAC
01:10:51
b
Robert Oliveri
01:11:12
B
Nicole Crabtree, UST
01:17:32
Q6 for CPE/CAE:
Kayce Halstead
01:17:44
GL account, and program
Jennifer Sklena
01:17:46
GL Account
charles.schneider
01:17:51
Annual, GL Account and location
Jade Meador
01:17:52
GL Account
Sergio Prada
01:17:54
By GL account and department
Shelby Smiley
01:17:54
GL
Laura Morales
01:17:56
Department, program & GL account
Brad Parker, CAE | BHL
01:17:56
GL account
Roger Nagel
01:17:56
GL and project
Walter Rabianski
01:17:57
GL Account and department
Lisa Delventhal
01:17:57
proGRAM
Nikki Frost
01:17:59
GL and Program
Mary Orgler
01:18:04
by department
Sonia Dawson
01:18:04
Department, location, gl account
Mark Harrington
01:18:05
Grouped GL accounts by department
Leslieu
01:18:05
We budget by expense type
Robert Oliveri
01:18:11
GL, program
Reggie Brewington, Jr.
01:18:15
by project/cost center
Wade Tetsuka
01:18:15
GL
Cybil Lovas - PIIAC
01:18:27
by department, gl accts
Kasey O'Dea
01:18:29
GL accounts per department
Mary Orgler
01:24:28
No questions but the information has been good
Sonia Dawson
01:24:32
Nothing from me.
Sonia Dawson
01:24:36
Thank you.
Nikki Frost
01:24:44
Thank you
Kayce Halstead
01:24:46
no but thank you!
Kasey O'Dea
01:24:57
thank you!!
Jennifer Sklena
01:24:58
Thank you for the informative presentation.
Andrew Marsh
01:24:59
thank you for the information, very comprehensive
Cybil Lovas - PIIAC
01:25:07
Thank you!
charles.schneider
01:26:03
The wide variety of ways to budget and the tools to accomplish the task.
Brad Parker, CAE | BHL
01:26:03
Pre-encumbered v encumbered v actual
Sarmala Thileepan
01:26:05
Those different methodologies when it comes to budgeting
Reggie Brewington, Jr.
01:26:12
I liked the idea of having an automated budget control system
Kayce Halstead
01:26:12
allow the forecast to be more flexible than the budget
Sonia Dawson
01:26:19
Everyone struggles with budgets. we are not alone. LOL
Wade Tetsuka
01:26:21
#1 Takeaway .. How the budgeting tool looks in net suite
Lisa Delventhal
01:26:22
thank you, great to see different approaches and know that these can sit on netsuite
Jennifer Sklena
01:26:23
That our current budgeting practice is outdated and overly complicated for no reason.
Sergio Prada
01:26:29
Budget / forecast treatment in the tools discussed
Mark Harrington
01:26:30
A few new ideas for presenting budget to accruals to my stakeholders. Thanks!
Mary Orgler
01:26:31
Having an automated budget control system
Jade Meador
01:26:40
The different options for budgeting and forecasting
Shelby Smiley
01:26:44
automated budget control
Kasey O'Dea
01:26:50
new ideas to bring back to team for budgeting and forecasting
Laura Morales
01:26:51
There is life beyond excel (and it may even be more efficient! :-) )
Walter Rabianski
01:26:57
Different Budgets and Forecasts
Sarmala Thileepan
01:27:05
Thanks for the great webinar!!! love it
Leslieu
01:27:06
Adding potential customers into the forecast. Rolling forward Quarterly
Nicole Crabtree, UST
01:27:39
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