LIVE cpe webinar

Beyond the Rearview Mirror: Budgeting & Forecasting That Actually Work

Episode 4 of the Groundwork | Foundations of Accounting series

Thursday, October 8th | Noon Eastern

Most mid-market businesses don't budget. Of those that do, most treat it as a once-a-year exercise that lives in a spreadsheet nobody opens again until December.

The result? Hiring decisions based on gut feeling. Equipment purchases based on the bank balance. Growth plans based on hope instead of data.

In this session, two of Rea's specialists walk you through how to build a budget that reflects reality, create rolling forecasts that adapt as conditions change, and use simple frameworks to make smarter decisions about what's next.

The Groundwork | Foundations of Accounting webinar series by Rea is designed to address the most pressing knowledge gaps facing mid-market business owners and their finance teams.

Meet Your Presenters

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Mindy Gallman

Managing Director | Rea

Mindy brings over 30 years of financial leadership in manufacturing, having served as Controller, VP of Finance, and CFO across private, private equity, and SEC companies. She specializes in advisory services for family and emerging businesses, including cash forecasting, costing projects, ERP implementation, and stepping in as a fractional CFO for clients who need senior financial leadership without a full-time hire.

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Adam Letera

Senior Manager, Manufacturing & Distribution | Rea

Adam has more than 15 years of experience spanning plant finance, operational accounting, and strategic advisory roles in the consumer goods industry. He specializes in e-commerce advisory, ERP and warehouse management system selection, and inventory management for manufacturers and retailers.

Register Now

Stop looking in the rearview mirror. Start planning for what's ahead.

What you'll learn

  • Why most businesses don't budget (& why that's risky)

  • How to build a solid, working budget from what you already know

  • The expense-tracking shortcuts that save time (without losing accuracy)

  • How to use rolling forecasts (so your budget is relevant all year long)

  • Simple frameworks to look at trends & make better decisions

  • Plus, earn CPE credit for attending live