Recorded Webinar: Break the Budget Bubble: How to Build and Read Budgets

Recorded On: 03/20/2019

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For many people working in the history field, budgeting was not part of their training nor is it in their comfort zone. But financially sustainable history organizations do not happen by chance—it takes planning and regular attention to budgeting.

This 90-minute webinar provides an introduction to budget/financial literacy with guest instructor Becky Beaulieu, author of Financial Fundamentals for Historic House Museums (Rowman & Littlefield, 2017). Becky will discuss basic terminology including types of budgets, income, and expenses along with how to create and evaluate a budget so you can prepare for informed and cyclical budget planning. Join us for this valuable lesson on budgeting that will prove useful for years to come.

This webinar is part of the StEPs Lab series of online continuing education offered to both StEPs program participants and all others interested in financial management. This is StEPs Lab 16.


RECORDED DATE: March 20, 2019

Description and Outcomes:

Participant Outcomes:

  • Learn basic budgeting terminology and development processes such as forecasting and evaluation;
  • Feel more confident about creating project and operating budgets, and 
  • Be aware of museum standards related to budgeting and steps their organization can take to meet those standards.


Rebekah Beaulieu, Ph.D. is the Director of Florence Griswold Museum, an art museum, National Landmark historic house, and thirteen acres of gardens and grounds in Old Lyme, Connecticut. Becky is on the boards of the New England Museum Association and Connecticut Humanities, on the faculty of AASLH’s History Leadership Institute, and a member of the AASLH Finance Committee. She is an AAM Accreditation Commissioner and board member for the AAM Historic Houses and Sites Professional Network. 


Break the Budget Bubble - Recorded Webinar
Open to view video.
Open to view video.
Break the Budget Bubble - Handout - Slides
Open to download resource.
Open to download resource.
Break the Budget Bubble - Handout - StEPs Info
Open to download resource.
Open to download resource.
Break the Budget Bubble - Handout - Sample Documents
Open to download resource.
Open to download resource.