Advanced Budgeting: The Value Equation (On-Demand - CPABC)
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.
Access expires 180 days from purchase date |
Course Description
Applicable for
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- how do you take your historical reference and make it into a forward-looking budget that includes the back and front end?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 Content Created: October 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Jeff Price, CPA, CGAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- 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.
Advanced Budgeting: The Value Equation (On-Demand - CPABC)
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 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.
Access expires 180 days from purchase date |
Course Description
Applicable for
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 Content Created: October 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Jeff Price, CPA, CGAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
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.