Description
This training introduces students to the federal budget formulation process, describing the President’s Budget, the submission of budget requests to OMB, the OMB fall review of requests, the pass back of decisions to departments, the appeal and final decision, and the congressional justification.
Deadline to register or cancel — October 18, 2026
Learning objectives:
- Discuss the size of the President’s Budget and the federal budget process
- Understand OMB’s role in the federal budget process
- Review the budget data & the President’s Budget Appendix
- Discuss the agency internal budget formulation process
- Describe the OMB review, pass back & final settlement
- Highlight the process for production of the President’s Budget & roll-out of the accompanying materials
CPE Details
- Program level/prerequisites/advance prep: Basic/None/None
- Delivery method: Group internet-based (virtual)
- Advance prep: None
- CPE credit: 4
- Field of study: Finance
Important Details
- Registration and Payment: Registrations are accepted on a first-come, first-served basis until 2 days prior to the class start date. Space is limited. Payment is required by credit card at the time of registration. POs are not accepted.
- Cancellation Deadline: The cancellation deadline for each session is 2 days prior to the start date. Refunds, less a $25 processing fee per registrant, will be granted for cancellation requests received in writing by this date. If the registrant does not attend the presentation, AGA will not issue credit toward any future training. If the class is cancelled by AGA due to low enrollment, a full refund of the course fee will be issued.
- Login instructions and connectivity: The course will be taught via Zoom. Upon registration, participants will receive a separate email with a link.
- CPE credit: During the opening remarks of each presentation, AGA will explain how you can receive your CPE certificate. In compliance with NASBA, AGA employs an attendance monitoring system. You MUST be able to view the PowerPoint slides on a device to verify your attendance.
AGA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org National Registry of CPE Sponsor ID: 104201.
If you have questions or concerns, please contact AGA at 800.242.7211 or gfm@agacgfm.org.
