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Accounting & Assurance

Financial Analysis - Budgeting, Planning and Forecasting (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Does part of your role or those you supervise involve financial analysis? In today's fast-paced corporate world, financial analysis can mean many things but inevitably, forecasting and planning may be part of your responsibilities. This course will help analysts further their career by providing meaningful information to those around them.

Note that this course contains overlap with the course Powerful Financial Analysis

Course Description

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.

Course Dates & Registration

Jun 17, 2026
1:30PM - 5:00PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Available
Register Now
Course Code: A62705A_OL
Mar 18, 2026
12:00PM - 3:30PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705C_OL
Oct 20, 2025
12:00PM - 3:30PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705B_OL
Jun 23, 2025
1:30PM - 5:00PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705A_OL

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
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable
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.
Interested in similar content?
Credit Card Fee

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

Financial Analysis - Budgeting, Planning and Forecasting (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable

Overview

Does part of your role or those you supervise involve financial analysis? In today's fast-paced corporate world, financial analysis can mean many things but inevitably, forecasting and planning may be part of your responsibilities. This course will help analysts further their career by providing meaningful information to those around them.

Note that this course contains overlap with the course Powerful Financial Analysis

Course Description

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.

Course Dates & Registration

Jun 17, 2026
1:30PM - 5:00PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Available
Register Now
Course Code: A62705A_OL
Mar 18, 2026
12:00PM - 3:30PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705C_OL
Oct 20, 2025
12:00PM - 3:30PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705B_OL
Jun 23, 2025
1:30PM - 5:00PM
Online Virtual
Karine Benzacar
KARINE BENZACAR, MBA, FCPA, FCMA, CPA (US), CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, trained thousands of professionals from a wide variety of industries, and has taught graduate financial courses at University of Toronto and Queens University.
Past
Course Code: A52705A_OL

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. 

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.
Interested in similar content?
Credit Card Fee

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.