Financial & Budgeting Workshop

Course Description

This three-session workshop equips facility and asset management professionals with the practical skills needed to build, manage, and defend operating and capital budgets with confidence.

The course focuses on real-world budgeting practices used in regulated, asset-intensive environments. Participants learn how budgets are structured, how costs are justified, and how financial decisions are reviewed and approved at the executive level. Emphasis is placed on clarity, accountability, and communicating financial needs in a way that aligns with organizational priorities.

By the end of the workshop, participants will understand not only how to prepare budgets, but how to manage them throughout the year, respond to unplanned costs, and speak the language of finance when engaging senior leadership.

What You Will Learn

• The purpose, terminology, and core documents used in operating and capital budgeting

• How to develop operating and capital budgets, including common line items and justification requirements

• How to monitor and manage budgets during the year, including handling variances and unexpected costs

• How the C-suite reviews budgets and what executives look for when approving funding requests

• How to communicate budget needs clearly and credibly to finance and leadership teams

Target Audience

Designed for professionals who need foundational budgeting knowledge to support operational and capital planning.

Suitable for:

• Early-career FM and AM professionals

• Facility Coordinators

• Supervisors

• Administrators

• Analysts

• Equivalent operational or planning roles

Format

• Three live, instructor-led online sessions

• Practical examples tied to real facility and asset budgets

• Tools and approaches that can be applied immediately in your role