Budgeting and Accounting

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NEW EDITION: 2023!


The Budgeting and Accounting course updates reflect the latest industry practices and standards. Innovative microlessons that focus on practical applications provide real-world insights and strategies you can implement immediately. You’ll learn the skills to effectively analyze financial statements, create budgets, manage and address budget variations, prepare rent rolls, and how to attract and retain high-quality tenants using tenant profiles. In addition, you’ll find a specialized module on CAM reconciliations.

Upon successful completion of this course, learners will be able to:

  • Identify potential opportunities for increasing a property’s net operating income
  • Determine recoverable and nonrecoverable operating expenses
  • Establish cost controls
  • Prioritize capital expenditures
  • Explain budget variances to stakeholders
  • Follow best practices in tenant communications
  • Analyze and interpret financial statements of prospective tenants

Key topic areas:

record-keeping requirements • revenue and expenditure cycles • cash basis income statement • financial statements • annual reports • lease abstracts • income and expense budgeting • working with capital

Applies to:
PAC and PMFP certificates
RPA® designation

Select an offering below to register. 

Note BOMI courses are offered throughout the country through a partnership with Building Owners and Managers Association (BOMA) Locals. If you cannot find a course in your area, please pre-register and tell us where, when, and how you would like to take the course.      

Delivery Options: Date: Location: To Register:
Online Self-Paced N/A Online BOMI
Accelerated Review Jan 29, 2025 to Jan 31, 2025 Charlotte, NC BOMA Greater Charlotte
Accelerated Review Feb 26, 2025 to Feb 28, 2025 Cary, NC BOMA Raleigh Durham
Accelerated Review Mar 12, 2025 to Mar 14, 2025 Atlanta, GA BOMA Georgia
Live Virtual Learning May 06, 2025 to Jun 10, 2025 Online BOMA New York
Live Virtual Learning Nov 03, 2025 to Dec 08, 2025 Online BOMA New York

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