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Accounting & Assurance

Introduction to Strategic Budgeting and Forecasting (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Supercharge your financial management skills with our interactive workshop on Introduction to Strategic Budgeting and Forecasting. Discover the secrets to creating effective budgets and variance reporting frameworks that drive success. Learn to analyze revenue and cost drivers, improve forecasting accuracy, and track performance with powerful variance reporting. Elevate your organization's financial decision-making and build a robust budgeting process.


This course has offering(s) that take place over multiple segments:
Jun 22 & 23, 2026 | 9:00am-12:30pm

 

Course Description

Are you new to budgeting, looking to make a career move or a seasoned professional looking to refocus your budgeting process? Then this interactive workshop on Strategic Budgeting and Forecasting is for you. Learn to create effective budgets, leverage variance analysis, and make informed decisions in financial management.

This workshop equips you with practical techniques and best practices to adopt a strategic approach and it is ideal for professionals involved in budgeting and forecasting. This course is relevant as it empowers you to better use strategic budgeting to drive success, improve forecasting accuracy, and contribute to strategic decision-making.

Our hands-on learning approach ensures immediate practical application. Benefit from interactive exercises and real-world examples, gaining valuable insights to navigate challenges. You'll develop actionable strategies and enhanced forecasting skills, propelling your success now and in the future.

We employ a comprehensive teaching approach. Throughout the session you will collaborate in small groups to develop a realistic budget for a sample company. This method delivers a holistic learning experience, bridging theory with practical insights.

Applicable for

This is an introductory level course that is suited for individuals that are new to budgeting, growing in their career, or looking to improve their existing budgeting approach.
 

Content

  • apply the fundamentals of budgeting within the financial management profession
  • develop accurate and realistic budgets that align with organizational goals and objectives
  • analyzing and interpreting financial data to monitor budget performance and identify areas for improvement
  • understand the importance of budgeting as a tool for resource allocation, cost control, and decision-making
  • improve the budgeting process by applying best practices and technique, including forecasting, variance analysis, and budgeting for different business scenarios

Course Dates & Registration

Jun 22 - 23, 2026
9:00AM - 12:30PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Available
Oct 16, 2025
9:00AM - 5:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Jun 27, 2025
8:30AM - 4:30PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Nov 26, 2024
9:00AM - 5:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Jun 19 - 20, 2024
8:30AM - 12:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

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

Introduction to Strategic Budgeting and Forecasting (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

Supercharge your financial management skills with our interactive workshop on Introduction to Strategic Budgeting and Forecasting. Discover the secrets to creating effective budgets and variance reporting frameworks that drive success. Learn to analyze revenue and cost drivers, improve forecasting accuracy, and track performance with powerful variance reporting. Elevate your organization's financial decision-making and build a robust budgeting process.


This course has offering(s) that take place over multiple segments:
Jun 22 & 23, 2026 | 9:00am-12:30pm

 

Course Description

Are you new to budgeting, looking to make a career move or a seasoned professional looking to refocus your budgeting process? Then this interactive workshop on Strategic Budgeting and Forecasting is for you. Learn to create effective budgets, leverage variance analysis, and make informed decisions in financial management.

This workshop equips you with practical techniques and best practices to adopt a strategic approach and it is ideal for professionals involved in budgeting and forecasting. This course is relevant as it empowers you to better use strategic budgeting to drive success, improve forecasting accuracy, and contribute to strategic decision-making.

Our hands-on learning approach ensures immediate practical application. Benefit from interactive exercises and real-world examples, gaining valuable insights to navigate challenges. You'll develop actionable strategies and enhanced forecasting skills, propelling your success now and in the future.

We employ a comprehensive teaching approach. Throughout the session you will collaborate in small groups to develop a realistic budget for a sample company. This method delivers a holistic learning experience, bridging theory with practical insights.

Applicable for

This is an introductory level course that is suited for individuals that are new to budgeting, growing in their career, or looking to improve their existing budgeting approach.
 

Content

  • apply the fundamentals of budgeting within the financial management profession
  • develop accurate and realistic budgets that align with organizational goals and objectives
  • analyzing and interpreting financial data to monitor budget performance and identify areas for improvement
  • understand the importance of budgeting as a tool for resource allocation, cost control, and decision-making
  • improve the budgeting process by applying best practices and technique, including forecasting, variance analysis, and budgeting for different business scenarios

Course Dates & Registration

Jun 22 - 23, 2026
9:00AM - 12:30PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Available
Oct 16, 2025
9:00AM - 5:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Jun 27, 2025
8:30AM - 4:30PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Nov 26, 2024
9:00AM - 5:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Past
Jun 19 - 20, 2024
8:30AM - 12:00PM
Online Virtual
Chris Wyman
Chris Wyman CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
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. 

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.