Planning, budgeting, and forecasting is key is any organization. Most organizations are involved in an annual plan and then reforecast quarterly, monthly, or as the need arises. However, in many organizations, over time, the planning process has lost its true focus and doesn’t necessarily provide the organization with the tools to compete effectively in the marketplace. This course reviews traditional methods of planning and forecasting and then explores some of the newer methodologies which are becoming more and more popular in today’s marketplace.

Applicable for

This course will benefit financial professionals working as analysts within an accounting department or a business unit and who are responsible for reviewing cost centre reports, monthly reports, budget reports and other variance reports.

Content

This course will review the key concepts behind budgeting, planning, and forecasting analysis. It will cover both the traditional manner in performing the analysis as well as several new, emerging practices which have arisen as companies face increasing competition and rely more and more on financial professionals to help them plan in order to compete effectively in the marketplace.

Special Notes

This workshop is highly interactive. Participants will deal with exercises to learn through doing. It is highly recommended that participants bring a calculator with them to obtain maximum benefit.

Course Leader: Karine Benzacar

 
What to Expect

•  Two emails will be sent from CPA Manitoba following your registration: one to confirm your order and one including information on how to access the course through your Learning Hub.
• Once sent, these emails can also be found in the Communication tab of your CPA Manitoba Member Portal.
• Course materials, links and credentials can be found in your Learning Hub no less than two business days prior to the seminar.
• This is a Live Virtual seminar where class size has been limited to allow for an interactive learning environment.
• This seminar will not be recorded.
• Live webinars have varying levels of expected interaction, with many requiring webcam and microphone capabilities. 
  
  If you have concerns about the interaction required for this course or any other questions about this course, please email [email protected].  
  
  CPA Manitoba PD Terms and Conditions: https://cpamb.ca/pd/pd/Terms-and-Conditions.aspx
  For questions regarding this course, including registration and access, email [email protected].