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Budgeting and financial forecasting are tools that companies use to establish a plan of where management wants to take the company and whether it's heading in the right direction. Effectively managing finances is critical to long term success of a business. Good budgeting and financial forecasting skills can help accountants control the financial health of a business.
Tickets
Registration Fee for Members in Good Standing Amount is inclusive of VAT
₱2,000
Member Price
Buy TicketRegistration Fee for Members NOT in Good Standing and Non-Members Amount is inclusive of VAT
₱2,500
Public Price
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Speakers
Rosemary
De Mesa
Consultant at Diaz Murillo Dalupan & Co
Rose has more than 43 years of extensive audit experience. She was formerly the Managing Partner of Diaz Murillo Dalupan and Company (2015-2018) and was the Senior Audit Partner who handled the Audit and Business Assurance Services and head of the Business Process Outsourcing (BPO) of the Firm.
She is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Forensic Accountant (CrFA), Certified Internal Control Auditor (CICA) and Accredited Management Accountant of the Philippines (AMAP). She obtained her Masteral Degree in Business Administration (MBA) from the Ateneo de Manila University in 2009. She is also a licensed insurance consultant and real estate broker.
Prior to being the Managing Partner, she previously as DMD's Training and Development Committee Head and had conducted several training on fraud audit strategies, risk-based audit approach for external and preparation, planning, and capital budgeting, professional ethics and good governance, among others.
Agenda
7
30AM
-
8
00AM
8
00AM
-
12
00PM
Budgeting and Forecasting
Rosemary De MesaSession 1 – Fundamentals of Budgeting
a. Definition of Budgeting
b. Difference between Budgeting and Forecasting
c. Importance of Budgeting
Session 2 – Process of Budgeting
a. Types of Budget
b. Budgeting process
12
00PM
-
1
00PM
1
00PM
-
5
00PM
Budgeting and Forecasting
Rosemary De MesaSession 3 – Traditional Budget Approaches
a. Top down Budget
b. Bottom up Budget
c. Advantages and Disadvantages of the above approaches
Session 4 – Ethics in Budgeting
a. Managerial Concerns in Preparing Budget
b. Ethical principles in the budgeting process
c. Budgeting Behavioral Implication
d. Handling Ethical Issue in Budgeting Process
Budgeting and Forecasting
Session 1 – Fundamentals of Budgeting a. Definition of Budgeting b. Difference between Budgeting and Forecasting c. Importance of Budgeting Session 2 – Process of Budgeting a. Types of Budget b. Budgeting process
Speakers
Rosemary De Mesa
Consultant at Diaz Murillo Dalupan & CoRose has more than 43 years of extensive audit experience. She was formerly the Managing Partner of Diaz Murillo Dalupan and Company (2015-2018) and was the Senior Audit Partner who handled the Audit and Business Assurance Services and head of the Business Process Outsourcing (BPO) of the Firm.
She is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Forensic Accountant (CrFA), Certified Internal Control Auditor (CICA) and Accredited Management Accountant of the Philippines (AMAP). She obtained her Masteral Degree in Business Administration (MBA) from the Ateneo de Manila University in 2009. She is also a licensed insurance consultant and real estate broker.
Prior to being the Managing Partner, she previously as DMD's Training and Development Committee Head and had conducted several training on fraud audit strategies, risk-based audit approach for external and preparation, planning, and capital budgeting, professional ethics and good governance, among others.
Budgeting and Forecasting
Session 3 – Traditional Budget Approaches a. Top down Budget b. Bottom up Budget c. Advantages and Disadvantages of the above approaches Session 4 – Ethics in Budgeting a. Managerial Concerns in Preparing Budget b. Ethical principles in the budgeting process c. Budgeting Behavioral Implication d. Handling Ethical Issue in Budgeting Process
Speakers
Rosemary De Mesa
Consultant at Diaz Murillo Dalupan & CoRose has more than 43 years of extensive audit experience. She was formerly the Managing Partner of Diaz Murillo Dalupan and Company (2015-2018) and was the Senior Audit Partner who handled the Audit and Business Assurance Services and head of the Business Process Outsourcing (BPO) of the Firm.
She is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Forensic Accountant (CrFA), Certified Internal Control Auditor (CICA) and Accredited Management Accountant of the Philippines (AMAP). She obtained her Masteral Degree in Business Administration (MBA) from the Ateneo de Manila University in 2009. She is also a licensed insurance consultant and real estate broker.
Prior to being the Managing Partner, she previously as DMD's Training and Development Committee Head and had conducted several training on fraud audit strategies, risk-based audit approach for external and preparation, planning, and capital budgeting, professional ethics and good governance, among others.
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SEMINAR FEES
Regular Seminar Rates:
Members in GOOD STANDING - Php 2,000/day (inclusive of VAT)
Members not in good standing - Php 2,500/day (inclusive of VAT)
Non-CPAs/Non-Members - Php 2,500/day (inclusive of VAT)
Regulators' Forum and other special seminars may have special rates which will be announced and advertised by the PICPA Training Division accordingly.
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2. Online credit card payment is also accepted provided the payee completes and sends PICPA MMR Training Division an "Authorization to Charge Credit Card," a downloadable form in the FAQs section (Seminar FAQs tab above). Upon our receipt of your authorization, we will process your credit card payment and will inform you if the credit card transaction was successful or not, and if charges were made.
3. For more direct payment options, you can visit us at the PICPA MMR Secretariat office, PICPA National Office Building, 700 Shaw Boulevard, Mandaluyong City.
SCHEDULE CHANGE
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OTHER DETAILS
1. Registration is from 7am – 8am. Seminar starts at 8am.
2.PICPA reserves the right to re-schedule or cancel seminars if the number of confirmed reservation is below twenty (20) pax. Notices of cancellation/re-scheduling will be issued by the PICPA Training Division and participants will be informed at least three (3) days before the original schedule of the seminar.
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7. As we have limited space, PICPA's free parking for vehicles is on first come, first served basis.
8. Walk-in participants will be given only the soft copy of the seminar materials via email.
FOR OTHER CONCERNS AND FURTHER INQUIRIES
Contact: Ms. Pen Carin
PICPA SMMC Secretariat
Tel. Nos. 723-6313; 726-9453
Email: picpa.smmc@picpammr.org; picpa.smmc@gmail.com
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