Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Planning and Budgeting can be a daunting task, particularly when having to align the organization's strategic goals with the annual budget. It is a given that resources often come short of needs, particularly in difficult economic times.
In this workshop, you will learn about using *"Best Practices" essential to an effective planning and budgeting cycle. The workshop will highlight common problems in the planning process and demonstrate key policies and criteria required to prepare an effective budget document. Participants will be able to share practical insights from their organization's perspective and learn about alternative budgeting and forecasting approaches.
Schedule
- August 22, 2024, 8:30 a.m. - 12:30 p.m.
- August 23, 2024, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completing this course, you will be able to:
- Identify and share common problems associated with planning and budgeting.
- Learn about an effective model to facilitate the annual planning process.
- Understand critical financial and budget policies needed to guide planning activities.
- Discover alternate approaches to budgeting and forecasting.
- Find out about the criteria necessary to prepare a comprehensive budget document.
- Be able to relate key planning and budgeting principles to your organization.
Who Will Benefit
Individuals involved in supporting their organization's planning and budgeting process (accounting/finance) or responsible to manage resources (e.g. responsibility centre manager). Of specific interest to individuals who believe that they can improve their organizations planning and budgeting activities.
Prerequisite(s)
Participants should bring a copy of their organization's planning/budget document if possible.
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)
Michel A. Piché is a CPA, CMA with over forty years’ experience in accounting, finance and corporate services in both public and private organizations. He spent the last twenty years of his career as Chief Financial and Corporate Services Officer in both for-profit and non-profit organizations. His other academic credentials include a Master’s in Public Administration, Certified Internal Auditor (CIA), and Chartered Director (C.Dir.) designation. His interest in planning and budgeting comes from having experienced the constant struggles faced by accounting professionals and operations managers over the years in trying to make sense of a process that can often be chaotic and mostly numbers driven. Over the last four years, Michel has presented this workshop to over 100 CMAs in the Ontario region.
Testimonials
The material was thought provoking. It captured real life challenges that we face in our current environment. It allowed us to better gauge our current state after getting a wholesome view of the overall challenges and solutions presented in the material.