Introduction to Strategic Budgeting and Forecasting (Live Webinar - Multi Segment)
Overview
Strategic budgeting and forecasting play a critical role in effective financial management and organizational decision-making. This interactive workshop provides a practical introduction to budgeting, forecasting, and variance analysis, helping participants develop budgets that align with organizational objectives. Through real-world examples and hands-on learning, participants will gain practical skills to evaluate key financial drivers, improve forecast accuracy, and use financial insights to support planning and performance management.
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This course has offering(s) that take place over multiple segments:
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Course Description
This practical workshop provides a foundational understanding of strategic budgeting and forecasting for professionals who are new to the budgeting process, advancing in their careers, or looking to strengthen their existing approach. Participants will learn how to develop effective budgets, apply variance analysis techniques, and use financial information to support informed business decisions.
Through a combination of instruction, discussion, and interactive exercises, participants will explore leading practices in budgeting, forecasting, and performance measurement. Working collaboratively, they will develop a budget for a sample organization and gain hands-on experience applying key concepts in a realistic business setting. This practical approach helps bridge theory and application while building confidence in budgeting and forecasting processes.
By the end of the workshop, participants will be better equipped to support organizational planning, enhance forecasting accuracy, and contribute to strategic decision-making within their organizations.
Applicable for
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
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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). 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). 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). 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). 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).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.
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 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.
Introduction to Strategic Budgeting and Forecasting (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Strategic budgeting and forecasting play a critical role in effective financial management and organizational decision-making. This interactive workshop provides a practical introduction to budgeting, forecasting, and variance analysis, helping participants develop budgets that align with organizational objectives. Through real-world examples and hands-on learning, participants will gain practical skills to evaluate key financial drivers, improve forecast accuracy, and use financial insights to support planning and performance management.
|
This course has offering(s) that take place over multiple segments:
|
Course Description
This practical workshop provides a foundational understanding of strategic budgeting and forecasting for professionals who are new to the budgeting process, advancing in their careers, or looking to strengthen their existing approach. Participants will learn how to develop effective budgets, apply variance analysis techniques, and use financial information to support informed business decisions.
Through a combination of instruction, discussion, and interactive exercises, participants will explore leading practices in budgeting, forecasting, and performance measurement. Working collaboratively, they will develop a budget for a sample organization and gain hands-on experience applying key concepts in a realistic business setting. This practical approach helps bridge theory and application while building confidence in budgeting and forecasting processes.
By the end of the workshop, participants will be better equipped to support organizational planning, enhance forecasting accuracy, and contribute to strategic decision-making within their organizations.
Applicable for
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
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). 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). 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). 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). 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).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.