Budgeting

This tool includes two sample policies that document recommended processes for the corporate AP department to follow whe...

This tool contains four sample policies that highlight standards and procedures for identifying and using cash and cash ...

The purpose of this sample memo is to outline the scope, objectives, planned work and general timing of a treasury opera...

This tool provides a systematic process and the best-practice elements for managing an organization’s budgeting function...

The three sample policies included in this tool establish standards for governing the handling of all of an organization...

This benchmarking tool outlines the business risks of opportunity cost and shares the root causes and performance measur...

This tool provides cost-effective project management questions to consider for examining and enhancing an organization’s...

This tool contains three sample audit reports that can be used by auditors to evaluate and improve the internal audit pl...

This sample questionnaire measures an organization’s CPE program and co-sourcing arrangements with respect to the skills...

This audit report template can be used by auditors conducting a review of an organization’s media spend.

This document contains two sample audit reports that can be used by auditors to learn how other organizations performed ...

This tool contains three sample internal audit risk assessment templates that provide questions organizations can use fo...

This tool highlights questions to consider when implementing and measuring an organization’s cost-effectiveness and cont...

This benchmarking tool contains two examples that focus on cost-based, quality-based and timed-based performance measure...

This tool contains two sample policies that establish processes where the accrual processes ensure that all expenses rel...

This sample audit report can be used by auditors to assess and improve an organization’s internal controls.

This document outlines risks and controls common to monitoring contract spend during the “purchase materials and supplie...

This sample report discusses how to strengthen the efficiency and effectiveness of an organization's financial consolida...

This article explores the broader benefits, challenges and opportunities of robotic process automation (RPA), focusing s...

This sample audit report provides findings from a company’s real estate services agreement review.

This sample policy establishes guidelines for the purchase of a company's products (including sales force units, interna...

This guide discusses market drivers of forecasting, annual budgeting vs. rolling forecasts, integrated business planning...

This basic-level online tutorial covers flexible budgets and overhead analysis and how they are used by management to co...

This basic-level online tutorial covers standard costs and how they are used by management to control operations.​

This policy outlines steps for developing an accounts receivable reserve account for bad debts, returns and allowances, ...

This process flow focuses on the development of the annual plan, development of the quarterly forecast, and the quarterl...

The purpose of this policy is to develop a structured approach to business planning and to state the categories to be ad...

The purpose of this sample audit program is to evaluate the overall process for planning and completing budgeting, to de...

This audit program sample covers several cost estimation areas, including bids, labor/material cost, engineering, other ...

This document outlines risks and controls common to the "develop budgets" process in a risk control matrix (RCM) format.

This guide illustrates how to conduct a hotel site audit.

The budgeting process focuses on developing corporate strategy, creating an annual budget, approving the annual budget, ...

This policy establishes uniform procedures for identifying and recording non-routine transactions.

There are many steps involved in the project management process, such as monitoring, forecasting and contract closing. I...

There is pervasive business risk associated when projects are not properly maintained, resulting in revenues that are no...

In this issue of Board Perspectives: Risk Oversight, we look at why companies should use competitive intelligence as an ...

This policy establishes guidelines and methods for maintaining an accurate revenue recognition process by periodically a...

This work program focuses on the capital projects process, such as identifying and prioritizing risks, evaluating intern...

This sample policy establishes the standards and procedures to ensure that accounting for expense recognition is in comp...

In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...

Opportunity risk occurs whenever there’s a possibility that a better opportunity may become available after...

A budget is a systematic method of allocating financial, physical and human resources to achieve strategic ...

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Budgeting is a systematic process for: Expressing future plans in formal quantitative terms Allocating re...