Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar addresses the critical evolution of a CPA's role beyond traditional financial reporting to becoming strategic business partners. In the face of increasing economic volatility, CPAs need to broaden their skill set to encompass agile forecasting and scenario planning. This seminar will explore how modern FP&A functions drive organizational agility amid uncertainty. Key themes include developing forecasting agility through dynamic modeling techniques, implementing robust scenario planning methodologies to anticipate market shifts, and leveraging real-time data analytics to make informed decisions rapidly. Attendees will learn practical approaches to transform financial planning from a periodic exercise into a continuous strategic process that enhances business resilience in volatile economic environments
Key Takeaways
During this course, you will learn about:
- Transforming forecasting practices from static to agile methodologies that adapt quickly to market changes.
- Building scenario planning capabilities to prepare for multiple economic outcomes.
- Developing cross-functional collaboration frameworks to enhance organizational responsiveness.
- Creating an integrated business planning approach that aligns finance with strategic decision-making.
Who Will Benefit
This course is designed for mid to senior-level FP&A professionals, finance directors, and business unit controllers, and CPAs who possess basic financial planning knowledge and seek to elevate their strategic impact. This course addresses the critical evolution of the CPA's role beyond traditional financial reporting to becoming strategic business partners. As economic volatility increases, CPAs must expand their toolkit to include agile forecasting and scenario planning capabilities.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
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Paul Barnhurst is a Finance Professional with 12+ years of finance and FP&A experience, including business unit CFO roles. Paul earned a business bachelor's degree from BYU and an MBA and Master of Science in Information Management from Arizona State University. Paul has a strong background in financial planning, financial modeling, report building, and business partnering. He is known for his deep understanding of the FP&A software planning space and has recently published an FP&A software market guide. He is also a big advocate of Microsoft Excel and is a LinkedIn influencer. Paul runs his own business providing training services, is a content creator, and hosts one of the most popular FP&A Podcasts called FP&A Today. |
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Ron Monteiro is a Finance & Business Professional with 15+ years of finance and FP&A experience, including VP of Finance at a Canadian beverage company. Ron earned his Bachelor of Commerce degree from the University of Toronto and has his CPA, CMA designations. Ron has worked at several top-tier companies, including Hitachi, Kraft Foods, and Campbell Soup. |
