Budgeting and Forecasting: A Plan for Financial Success

Webinar with Don Need & Boyd Orr

Budgeting and Forecasting: A Plan for Financial Success


Achieve your strategic goals! Learn the best practices for building your operating budgets and forecasts.

Don Needs & Boyd Orr of Jitasa

The budgeting process for many organizations is confusing, inefficient, and often ineffective. This webinar presents a best practice methodology to ensure that your budget is a valuable tool that guides your organization to success. We will walk through different budgeting methodologies so you can understand the key areas of risk in the budgeting process and learn to break down your budget into actionable goals.

We will also walk through the importance of creating ongoing forecasts to ensure your strategic goals are
within reach. Wrapping up, we’ll teach you how to automate both the budgeting and forecasting cycle to provide rapid decision-making capability for your organization.

Learning Objectives

  • Identify the different types of budgeting methodologies and which ones are the most effective
  • Step by step process to building your budget for success
  • Understand the difference between budgeting and forecasting and why your
    organization needs both
  • Utilize technology to speed up the budgeting and forecasting cycle.

About Don Needs

Don has been with Jitasa for over 8 years, starting as a financial analyst and working his way up to Chief Financial Officer. He joined the Jitasa team after earning his MBA from Boise State University and many years of experience as a business and budget development consultant for various companies in the Boise area.  Don recently became an accredited Certified Management Accountant.

In his free time, you’ll either find Don in the mountains or hanging out with his family. He lives out the spirit of serving others by increasing awareness about food preparation for those with severe food allergies.

About Boyd Orr

Boyd brings over twelve years of non-profit leadership and public accounting experience to Jitasa. His role provides budgeting, forecasting, and special project services to Jitasa’s clients. Before taking on the CFO Strategic Advisor position, Boyd served as Chief Financial Officer at ForKids, Inc. for five years. He has significant experience in federal and state grant compliance and reporting. He is also a Certified Public
Accountant (CPA) in Virginia, holds a Master of Accounting from The College of William and Mary, and a Bachelor’s in Engineering from the University of St. Andrews in Scotland.

In his free time, Boyd enjoys swimming, running, and spending time with his family. He also has a passion for home projects and renovations.

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