Jgsm November Budget Meeting Agenda Example - Free Download
4.9,
3320
votes
Please vote for this template if it helps you.
JGSM November Budget Meetings
Agenda
Why are we here
Improve budgeting, forecasting and reporting processes
Reforecast FY14 and kick off the FY15 budgets!
Introduction of Johnson reporting moving forward
New org structure and reporting levels
Reporting processes under-construction
Accounting and foundational reporting components
Clean – up current account structures
New use of sub accounts
Object code use & new sub-object codes
Timeline review
Re-forecasting FY14 and budgeting for FY15
Review of the re-forecasting and budgeting process & best practices
Long term planning for enrollment, gifts, capital projects, technology and headcount
Variance analysis
Training opportunities
Budget reference guide
Expense processing 101
Reporting 201
Next Steps
1. Review current budget for structural changes (accounts/orgs, etc.)
By Wed Nov 27*
2. Review current budget actuals to ensure accuracy (high level)
By Wed Nov 27*
3. Re-forecast FY14 (by Quarter) with templates provided
Templates provided Monday, December 2; Due back to Finance December 16*
4. Budget FY15 (by Quarter) with templates provided
Templates provided Monday, December 2; Due back to Finance January 3
rd
*
5. Plan for capital, technology and headcount (3 YR)– complete templates provided
Templates provided Monday, December 16; Due back to Finance January 8
th*
6. Plan for enrollment & gift (3 YR) – complete templates provided
Templates provided Monday, December 16; Due back to Finance January 15
th
*
* Please be respectful of these deadlines as we have a very short turn-around in developing
reports for you, the Management Committee and Dean Dutta. Thank you, in advance for your
consideration.
