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Modernizing Your Budget Processes and the Role of Technology

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Is your budget process slowing you down?

Join us for a free interactive workshop to learn how you can develop and execute a plan to modernize your budgeting process. We will review managing for change and using technology to drive efficiency that will allow you to focus on ensuring that your budget powers you to do your best work.

At the conclusion of the Implementation Training, learners will be able to:

  • Create a plan to modernize your budgeting
  • Kick-Off a change management process to evaluate the biggest pain points in your current process
  • Identify technology to support your goals

*This course was offered live on June 26, 2018 for CPE credit. The on-demand version of the course is not eligible for CPE credit.

Workiva 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.

Presented By:


Caitlin Steel, CPA, MBA

Senior Director of Product Management at OpenGov

Caitlin is a product leader with experience developing modern user friendly tools that drive automation and efficiency for complex financial processes.  Prior to working to develop these solutions she spent over 20 years in Finance and Accounting where she gained valuable in depth knowledge of how companies handle budgeting, accounting and finance.   Caitlin is responsible to ensure our products meet customers needs, are technically accurate and meet best practices in the government sector. She also serves as a volunteer member of the GFOA Budget Book review team.

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Modernizing Your Budget Processes and the Role of Technology