Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This financial budgeting course will teach you about the entire budgeting process from start to finish, including how to create a disciplined culture of budgeting in your organization, the various methods for building budgets, techniques to analyze results, and how to increase the chances of organizational performance improvements.
Topics Include:
- Budgeting Within a Strategic Framework
- Building a Robust Budgeting Process
- A Practical Guide to Developing Budgets
- Tracking Budget Performance with Variance Analysis
- Applied Budgeting Tools and Techniques
Key Takeaways
Upon completion of this course, learners will be able to:
- Explain the role budgeting plays in helping companies execute on their strategy.
- Explain the four main categories of performance measures used by companies.
- Define the top reasons that companies should engage in budgeting.
- Recommend the critical components of a master budget.
- Define the main steps that make up the budgeting process.
- Explain why the degree of budget participation is essential for motivating managers.
- Identify and explain the four most common approaches to budgeting.
- Identify the main tenets of 'Beyond Budgeting'.
- Calculate variance and categorize items as favorable or unfavorable.
- Define the role that dashboards play in the budgeting process.
Who Will Benefit
This course on budgeting processes is designed for those responsible for financial management and budgeting within their organizations. Participants will gain the skills to build realistic, well structured budgets, engage their teams in the budgeting process, and use performance measures and variance analysis to understand what is working and what needs correction.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Duncan McKeen, CFA, EVP, Financial Modelling at CFI, is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity. He also has extensive experience providing consulting services on financial modeling to large corporations and institutions. Prior to transitioning over to teaching, Duncan held senior equity research positions with top banks & brokerages using financial models to form opinions and guide institutional investors with capital allocation. Since 2015, he has also been an Adjunct Faculty member teaching financial modeling courses at the Smith School of Business at Queen’s University.