$1,049 – $1,299

Lean Agile Budgeting- Dallas, TX

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100 N Central Expressway Suite 501

Richardson, Texas 75080

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Event description


Budgeting for the Lean Agile Enterprise

Funding and budgeting models control a great deal of the ability to incorporate Business Agility. Industry analysts have estimated that an average large enterprise spends about 30% of its yearly budget on managing its finances. These are two of the major reasons to learn how to apply the principles of Lean and Agile to your budgeting process.

In this two-day course attendees will gain an understanding of how traditional cost accounting and project-based budgeting came to be, why it no longer works in today’s business climate, and how to move towards a budgeting process that incorporates the speed, flexibility and accuracy brought by Lean and Agile principles and practices. The objective of this course is to educate, collaborate, and strategize towards a plan to lean out your budgeting process. The course uses each lesson to incrementally build a strategy and roadmap for iteratively converting to Lean Agile Budgeting. You will walk out of class with a specific action plan that will directly support your transformation efforts.

Course logistics: We will provide a workbook and lunch each day.

Dress: business casual. No personal computer needed


This course is intended for those that prioritize, manage, utilize, or measure funding projected to deliver value. Typical attendees include:

  • Corporate funding, Strategy and financial roles aligned to product or project delivery

  • Professional Services Consultants

  • Business and Technology Executives, Leaders, Managers, and Directors

  • Portfolio Managers and Fiduciaries, Project/Program Management Office (PMO) personnel

  • Development, QA, and IT management

  • Program and Project Managers

  • Internal Change Agents, Lean-Agile Center for Excellence (LACE), Agile Working Group

Learning Goals

Pre-requisites for Certification:

All stakeholders in a Lean-Agile transformation are welcome to attend the course, regardless of experience. However, it is recommended that attendees have 3+ years experience in product or project management, project funding, cost center management, budget proposal and/or approval, or equivalent.


2 days

Cancellation Policy:

Refunds will be issued for cancellations greater than 14 days from the start of the certification and will be assessed a $150 processing charge. For cancellations between 8 and 14 days from the start of the certification, registrants may transfer to another date or city for equal or lesser value and will be assessed a $150 processing fee. For cancellations 7 days or less, no refunds will be issued or changes allowed.

All ​certifications are not guaranteed to proceed without verbal approval from one of our staff. The i4 group is not responsible for any kind of personal reimbursements due to cancelations. It is recommended that you contact us for status before booking any travel accommodations. If an event is cancelled, all attendees are entitled to a full refund for their ticket purchase.

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100 N Central Expressway Suite 501

Richardson, Texas 75080

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