University-Affiliated eLearning
for Trade Show and Corporate Event Professionals
THURSDAY, MAY 8
1:00pm Eastern, 12:00pm Central, 11:00am Mountain, 10:00am Pacific
90 Minute Session


Session 2003R CTSM
The Nuts and Bolts of Budgeting for Results
A well-structured budget is more than just number tracking—it is a strategic tool for making smarter financial decisions, optimizing resources, and proving the value of events. This session goes beyond spreadsheets to explore budgeting techniques that align costs with objectives, track ROI, and future-proof financial planning.

Participants will learn how to create budget templates tailored to their needs, estimate costs with confidence, and categorize expenses for smarter financial management. The session will also cover practical measurement tactics to set benchmarks, track progress, and communicate financial impact to key stakeholders through clear, meaningful reports. In addition, attendees will explore ways to identify cost-saving opportunities without sacrificing quality and develop long-term strategies to keep budgets adaptable in a changing event landscape.

By the end of the session, participants will leave with real-world tools and insights to take control of event finances, reduce unnecessary spending, and drive measurable results.

Learning Objectives:
•  Master the fundamentals, identify how to create budget templates that work for you, estimate costs with confidence, and categorize expenses for smarter financial management.
•  Measure, optimize and prove value through practical measurement tactics to set benchmarks, track progress, and communicate financial impact to key stakeholders with clear, meaningful reports.
•  Plan for the future and maximize efficiency. Identify cost-saving opportunities without sacrificing quality and discuss long-term strategies to make your budgets adaptable in an evolving event landscape.


One of the 23 required sessions approved as part of CTSM, the industry's only university-affiliated certification program.

Attendance for the full session is required for those who wish to count this session towards the CTSM certification program.


This session is SOLD OUT.

Attendee Reviews

"Great tools to move forward with clients while keeping them on budget. The presenter was engaging and willing to share additional materials she uses."

"Kimberly is awesome! She has great energy and made the class fun. She provided a lot of useful information that I can immediately implement."

"Kimberly is a great speaker. I loved this session about a topic I don't love so much... budgeting. Well done!"

"She was fantastic and all of the material was so relevant and extremely helpful. So much more than just numbers, beautifully tied into every aspect of events. Really appreciated the communication aspect when providing reports to stakeholders."
FACULTY
Kimberly Kee, General Manager, Chief Marketer Network, Access Intelligence
Kimberly Kee is a high-energy marketing leader with decades of experience in trade show and event marketing. She specializes in creating engaging activations that inspire, delight, and educate audiences. Kimberly has led programs for companies like Hughes, Boeing, Arrow, TeamViewer, RealPage, and is currently the General Manager for Chief Marketer Network. She enjoys sharing knowledge through storytelling and real-life experiences and believes that most of the world's problems can be solved with a well-crafted spreadsheet.

Connect with Kimberly Kee:
 

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