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Master Rolling Budgets Through Real Practice

Most budget courses teach theory. We teach through hands-on scenarios that mirror actual business challenges. You'll work with real numbers, make tough allocation decisions, and adjust forecasts as conditions shift.

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Why Traditional Budget Training Falls Short

Here's what we noticed after years of working with finance teams. People would finish budget courses, pass tests, and still struggle when faced with actual quarterly revisions.

The problem wasn't intelligence or effort. It was that most training treats budgeting like a math problem instead of what it really is: a continuous decision-making process under uncertainty.

  • You'll build budgets from scratch using authentic business scenarios drawn from manufacturing, retail, and service sectors
  • Every exercise includes the messy parts—incomplete data, shifting priorities, and stakeholder pressure
  • We focus on revision cycles because that's where rolling budgets either work brilliantly or fall apart
  • No multiple choice tests—you defend your budget decisions to instructors who've actually managed departmental finances
Financial planning workspace with spreadsheets and analysis

Three Phases That Build Real Capability

We don't rush this. Each phase takes about six weeks because genuine skill development needs time to sink in and get tested.

1

Foundation Building

You start with a stable company scenario where variables are predictable. Build your first rolling budget, run it through quarters, and understand the mechanics before complexity arrives.

2

Disruption Response

Now things get interesting. Market conditions shift, revenue projections miss, departments request emergency funding. You'll revise budgets under pressure and learn to communicate changes effectively.

3

Strategic Integration

Final phase connects your rolling budget to broader strategy. You'll present budget implications to mock executives, justify resource allocation, and defend your forecasting assumptions.

Who's Actually Teaching This

Our lead instructor spent twelve years managing budgets for a mid-sized distribution company. She's seen what works when quarterly forecasts go sideways.

Program instructor Sohee Kang

Sohee Kang

Lead Instructor

Former Finance Director who transitioned to education after realizing most budget training missed the practical reality. Developed this curriculum based on actual scenarios that stumped her team over the years.

Live Budget Reviews

Twice monthly, Sohee walks through your work and points out where assumptions might break. These sessions run long because questions matter more than schedule.

Scenario Workshops

Weekly group sessions where you tackle a budget problem together. Some weeks you'll finish confident, other weeks you'll leave frustrated—both are valuable.

Office Hours Access

Book time directly when you're stuck. Most students use this heavily during Phase 2 when scenarios get complicated and stress runs high.

Revision Deep Dives

Monthly focused sessions on budget revision techniques. This is where you learn to update forecasts without losing stakeholder confidence.

When Programs Are Running

We keep cohorts small—usually around fifteen people—so schedule carefully if you're interested.

September 2025

Autumn Cohort Opens

Main enrollment period. Program runs September through January with a break during December holidays. Application deadline is August 15th.

February 2026

Winter Intensive Begins

Accelerated format for experienced finance professionals who need faster progression. Same content, tighter schedule. Wraps up by early May.

June 2026

Summer Session Starts

Lighter pace with two-week breaks between phases. Good option if you're juggling demanding work schedules. Runs through October.

What Past Participants Actually Said

Program graduate Junho Baek

Junho Baek

Operations Analyst

I appreciated that Sohee never pretended there were perfect answers. Some budget decisions just involve tradeoffs, and learning to navigate those gray areas was more valuable than any formula.

Program graduate Minjae Chae

Minjae Chae

Finance Coordinator

The disruption phase was rough—my first two revisions were pretty weak. But that's exactly what I needed. Now when actual budget challenges hit at work, I'm not panicking because I've already messed up in a safe environment.

Ready to Build This Skill Properly?

Get in touch if you want detailed curriculum information or want to discuss whether the timing works for your schedule.

Contact Us About Enrollment
Budget planning session with financial documents

What You're Actually Working With

All scenarios are built in standard spreadsheet software—nothing proprietary that becomes useless after the program ends. You keep everything: templates, case files, your completed work.

We provide sample company data modeled on real businesses, complete with messy historical performance and realistic constraints. You'll also get access to our scenario library for continued practice after completion.

And yes, you can reach out with questions months later. Former participants do this regularly when they hit specific challenges at work.