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Accounting & Assurance
Advanced Budgeting: The Value Equation (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
Online Virtual
delivery format. To view and register for other available formats, click on your selection below.
Overview
The course will provide leaders and budget professionals with a company-wide budgeting process. Briefly reviewing basic budget techniques will get the participants into a budgeting mindset. Then, more advanced techniques will be applied to the fundamental framework, focusing on building a reliable number set while engaging employees to participate in budgeting and commit to corporate goals.
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Course Description
The course will establish basic budgeting terms and introduce advanced techniques for Chartered Professional Accountants (CPAs) through lectures (presentations), discussions, and group case study analysis. Participants will understand the importance of budgeting, the different types of budgets, the steps, models, and tools, such as artificial intelligence (AI), to create and implement a budget through effective communication while factoring in the corporate value equation.
Applicable for
CPAs in any sector or level or those at senior levels who want to create or influence effective budgets.
Learning Objectives
- define basic budgeting principles and terms
- explore backward analysis and forward-thinking metrics
- embrace modern communication methods for effective budgeting. Engage in a big-picture, company-wide budget mentality
- utilize budgets to manage performance and meet organizational objectives
- be familiar with the most recent advancements in AI budgeting
Content
- introduction and budgeting basics
- a short review of basic budgeting terms and principles will get participants into the budgeting mindset
- overall value equation
- how do you take your historical reference and make it into a forward-looking budget that includes the back and front end?
- The CAGE method will be introduced
- back end
- bottom-up planning and proposal of what will be offered and a budget to produce products from the product and service design team while factoring in future volume, with input from the sales and marketing team
- front end
- engaging the sales and marketing team to plan the budget's revenue streams.
- product or service delivery, sales, and marketing teams should rationally consider and speak about what’s feasible in the market
- artificial intelligence for budgeting
- an overview of the advancements in the use of AI for budgeting
Course Dates & Registration
Jul 17, 2026
9:00AM - 1:00PM
Online Virtual
Jeff Price
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Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Available
Feb 23, 2026
9:00AM - 1:00PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Dec 15, 2025
9:00AM - 1:00PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Jul 15, 2025
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Feb 24, 2025
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Dec 17, 2024
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Accounting & Assurance
Advanced Budgeting: The Value Equation (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
Online Virtual
delivery format. To view and register for other available formats, click on your selection below.
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Overview
The course will provide leaders and budget professionals with a company-wide budgeting process. Briefly reviewing basic budget techniques will get the participants into a budgeting mindset. Then, more advanced techniques will be applied to the fundamental framework, focusing on building a reliable number set while engaging employees to participate in budgeting and commit to corporate goals.
|
|
Course Description
The course will establish basic budgeting terms and introduce advanced techniques for Chartered Professional Accountants (CPAs) through lectures (presentations), discussions, and group case study analysis. Participants will understand the importance of budgeting, the different types of budgets, the steps, models, and tools, such as artificial intelligence (AI), to create and implement a budget through effective communication while factoring in the corporate value equation.
Applicable for
CPAs in any sector or level or those at senior levels who want to create or influence effective budgets.
Learning Objectives
- define basic budgeting principles and terms
- explore backward analysis and forward-thinking metrics
- embrace modern communication methods for effective budgeting. Engage in a big-picture, company-wide budget mentality
- utilize budgets to manage performance and meet organizational objectives
- be familiar with the most recent advancements in AI budgeting
Content
- introduction and budgeting basics
- a short review of basic budgeting terms and principles will get participants into the budgeting mindset
- overall value equation
- how do you take your historical reference and make it into a forward-looking budget that includes the back and front end?
- The CAGE method will be introduced
- back end
- bottom-up planning and proposal of what will be offered and a budget to produce products from the product and service design team while factoring in future volume, with input from the sales and marketing team
- front end
- engaging the sales and marketing team to plan the budget's revenue streams.
- product or service delivery, sales, and marketing teams should rationally consider and speak about what’s feasible in the market
- artificial intelligence for budgeting
- an overview of the advancements in the use of AI for budgeting
Course Dates & Registration
Jul 17, 2026
9:00AM - 1:00PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Available
Feb 23, 2026
9:00AM - 1:00PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Dec 15, 2025
9:00AM - 1:00PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Jul 15, 2025
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Feb 24, 2025
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Dec 17, 2024
8:30AM - 12:30PM
Online Virtual
Jeff Price
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Jeff Price, CPA, CGA is a Principle of Gratitude Learning Associates Ltd. He brings over 40 years of customer service, leadership, financial, and training expertise to the GLA team. Having worked in senior management in the private sector; director in a senior government, as well as in several director roles for Chambers of Commerce and soccer organizations, Jeff’s expertise ranges from managing and leading change, to financial statement, pro forma and business case development and includes delivery of governance, ethics, sustainability, financial management, change management, procurement and train the trainer facilitation training. Everything Jeff does is intended to contribute positively to the healthy and balanced ESG culture we want to have in Canada.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.