Tech Savvy Webinar August 2026 - Budgeting & Forecasting
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.
Description
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.
Budgets and forecasting are key tools for any successful businesses. It allows businesses to plan and manage their revenue and costs, including understanding the timing of cashflow to ensure bills can be paid on time. This is essential not only through times of growth, but particularly during challenging periods.
Join us as we work through the process for developing an effective budget and forecast. With numerous practical examples this webinar will enable you to assist clients with their own budgets going forward.
Topics covered in this webinar include:
- The role of a budget
- Budget setting process
- Revenue models/drivers
- Cash and non-cash entries
- Reporting and decision making
CPD Hours and Recordings
1.25 CPD hours
A recording will be sent out after the live presentation. This recording will be accessible for 12 months.
Presenters

Jamie Reidie
Partner, Polson Higgs
As a Partner with Polson Higgs, Jamie has experience in advising businesses and farms. His work regularly involves giving advice on capital projects including forestry ensuring that the long term costs and benefits have been considered.
Keeleigh Jones
Accountant, Polson Higgs
Keeleigh is an Accountant in the Accounting Solutions team at Polson Higgs. She works with a variety of clients, preparing their annual financial statements and assisting with any accounting software queries.
TrainSmart
This webinar is included in the TrainSmart 30 and Practice packages as well as the Grad Pack.
There is no need to register as you will be sent the link the week of the webinar, along with the slides.
Who should attend?
Tech Savvy Webinars are for junior to intermediate accountants and deal with day to day issues. Managers and Partners may enjoy them as refreshers.