Please join the Mile High Chapter Education Committee at our monthly luncheon on Thursday, August 15, 2019 at the Wells Fargo Building for Rebecca Kelley, CPA and Partner at Plante Moran who will present on "The Business of Budgeting."  The Business of Budgeting will highlight the purpose and benefits of preparing a budget, considerations to preparing a useful budget, and the importance of regular monitoring.

Session Objectives:

• Purpose of a Budget
• Types of Budgets

• How To Develop, Present, and Monitor a Budget

Rebecca is a Partner on the Plante Moran Risk Accounting and Advisory Team. As the leader of the recurring accounting solutions team, she provides outsourced accounting and finance solutions to clients, giving them the key information they need to make timely business decisions. She has expertise in a variety of accounting processes, including accounts payable and receivables, month-end processes, procedures, and review, compilations, cash flow forecasting, budgeting, and analysis.

Rebecca has presented at the ALA National Conference and on ALA webinars, covering financial checklists every company should be doing, such as a month-end close checklist and a compliance checklist, as well as presented to the Colorado Society of CPAs on small business outsourcing, and on Not-for-Profits outgrowing QuickBooks.

Rebecca is a member of the AICPA, the Colorado Society of CPAs, and Financial Executives International. In 2017, the COCPA recognized Rebecca as “Woman to Watch.” She a board member and treasurer of the Aurora Chamber of Commerce and a member of the University of Denver’s School of Accountancy Alumni Engagement Council. Rebecca received her B.S. in accounting from the University of Denver and is a certified QuickBooks Pro Advisor.

Location:

Wells Fargo Building

1700 Lincoln Street

Denver, CO 80202

Lower Level 2 – Assembly Conference Room. The elevator to access the Lower Level 2 is on the Northwest side of the lobby.

This session has been approved for the following continuing education re-certification credits:

CLM Application Credit for Functional Specialists: 1.0 hour in the subject area of Financial Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements.

CLM Recertification Credit: 1.0 hour in the subject area of Financial Management.

This program is valid for 1.0 PDCs toward SHRM-CP and SHRM-SCP recertification.

Mile High Association of Legal Administrators is a recognized provider of recertification credits. HR Certification Institute®(HRCI®) pre-approved this program for 1.0 Business re-certification credit hour towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.

Our monthly educational sessions would not be possible without the generous support of our Business Partners.

Official Luncheon Sponsor:

Mt. Elbert Sponsors:

Mile High Sponsors:

Tickets

$30.00 MHC ALA Regular Member

$40.00 Member Guest