Sign in to confirm you’re not a bot
This helps protect our community. Learn more
What's New at CFI | Budgeting Processes: Operating, Capital, and Cash Budgets
18Likes
695Views
Jun 102025
How do major companies plan for long-term success and stay agile when things change? In this episode of What’s New at CFI, Duncan McKeen breaks down the essentials of corporate budgeting, why it’s critical for aligning strategy with execution, and how FP&A teams use budgeting to drive better decision-making across every department. Whether you're a finance professional working in FP&A, a business analyst building forecasts, or a team lead navigating strategic planning cycles, this episode gives you a practical roadmap for how budgeting works at scale. In This Episode, You'll Learn: 🔷 The three core types of budgets: operating, capital expenditure (CapEx), and cash budgets, and how they align with financial statements. 🔷 Why budgeting is a strategic tool for mapping year-by-year progress toward multi-year goals. 🔷 Real-world use cases: how manufacturers, retailers, and service providers structure their budgeting processes. 🔷 The connection between budgeting and forecasting an,d why pairing them is essential for effective planning. 🔷 How to handle variance analysis when actuals don’t align with the plan. 🔷 Best practices for building budgeting processes in large vs. small organizations. Listen to the Full FinPod Episode: Spotify: https://cfi.to/uioKC Apple Podcasts: https://cfi.to/uioKD Connect & Learn More: Visit our Website: https://cfi.to/uioKE Subscribe to FinPod for more finance insights: https://cfi.to/uioKF #Budgeting #CorporateFinance #FPandA #FinancialPlanning #OperatingBudget #CapitalExpenditure #CashFlowManagement #Forecasting #VarianceAnalysis #FinanceCareers #BusinessPlanning #FinPod #CFI #FinancialStrategy #BudgetVsActual #BudgetingSeason

Follow along using the transcript.

Corporate Finance Institute

341K subscribers