Back to Search
Accounting & Assurance

AI Forecasting and Scenario Planning (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Finance teams need faster, forward-looking decisions in volatile conditions. This course enhances your existing 13-week forecast with practical data-science steps and a light AI layer.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

We clean and standardize a bank export, add simple rules to classify transactions, and surface early-warning signals (overdraft days, worst balance, idle-cash proxy). We then show when to plug in forecasting models (Holt-Winters, ARIMA/SARIMA, STL+ETS, Prophet, LightGBM, LSTM) and how to blend them with your baseline using a simple accuracy-weighted ensemble. ChatGPT is used to produce scenario summaries, an assumptions log, and a board one-pager—always from your metrics and verified with three quick checks.

Applicable for

This course is ideal for finance and accounting professionals—especially CPAs, analysts, controllers, treasury staff, and advisors—who want to strengthen their forecasting skills, responsibly apply AI in their workflows, and improve decision-making in fast-changing financial environments. 

Learning Objectives

  • Clean, normalize, and validate a 5-column bank export for analysis.  
  • Add enrichment and signals (Direction, Class ≤5 rules, Confidence, Running Balance, Overdraft Days, Worst Balance, Idle-Cash proxy) and build a mini dashboard.  
  • Select a suitable DS/ML method for their context and blend it with the baseline using a simple accuracy-weighted ensemble.  
  • Use ChatGPT to produce a scenario summary, assumptions log, and three board bullets + one decision/ask, verified by grounding/consistency/no-new-numbers checks.  
  • Document assumptions, overrides, ownership, and a weekly review cadence; understand model limits and governance.

Content

  • Enhanced 13-week forecast with enrichment and signals 
  • Mini dashboard (Overdraft Days, Worst Balance, Avg Positive Balance) 
  • AI-assisted scenario summary and three board bullets + one decision/ask (verified) 
  • Assumptions/overrides log and weekly review cadence 
  • Anonymized sample data; workbook with all formulas (VLOOKUP & XLOOKUP) + Google Sheets appendix; solution file checkpoints; ChatGPT prompt sheet; governance checklist; large-font screenshots and PC/Mac keystrokes.

Course Dates & Registration

May 14, 2026
11:00AM - 2:00PM
Online Virtual
Duane Lee
Duane Lee is the Founder and CEO of InvestMint, a fintech platform helping founders and entrepreneurial businesses manage cash and financial strategy using AI-powered tools and institutional-grade advisory. Previously, he held strategy and innovation roles at BMO Wealth Management and began his career in investment banking at BMO, Desjardins, and RBC. Duane also co-founded a publicly traded healthcare-focused merchant bank. He holds an MBA from the Ivey School of Business and an Honours degree from Huron University College.
Past
Course Code: C62027A_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
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Maintain a CPA-standard 13-week rolling cash forecast with at least one downside case. Excel 2016+ (PC/Mac). Comfortable with Tables, SUMIFS, and VLOOKUP or XLOOKUP. 
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

AI Forecasting and Scenario Planning (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Maintain a CPA-standard 13-week rolling cash forecast with at least one downside case. Excel 2016+ (PC/Mac). Comfortable with Tables, SUMIFS, and VLOOKUP or XLOOKUP. 

Overview

Finance teams need faster, forward-looking decisions in volatile conditions. This course enhances your existing 13-week forecast with practical data-science steps and a light AI layer.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

We clean and standardize a bank export, add simple rules to classify transactions, and surface early-warning signals (overdraft days, worst balance, idle-cash proxy). We then show when to plug in forecasting models (Holt-Winters, ARIMA/SARIMA, STL+ETS, Prophet, LightGBM, LSTM) and how to blend them with your baseline using a simple accuracy-weighted ensemble. ChatGPT is used to produce scenario summaries, an assumptions log, and a board one-pager—always from your metrics and verified with three quick checks.

Applicable for

This course is ideal for finance and accounting professionals—especially CPAs, analysts, controllers, treasury staff, and advisors—who want to strengthen their forecasting skills, responsibly apply AI in their workflows, and improve decision-making in fast-changing financial environments. 

Learning Objectives

  • Clean, normalize, and validate a 5-column bank export for analysis.  
  • Add enrichment and signals (Direction, Class ≤5 rules, Confidence, Running Balance, Overdraft Days, Worst Balance, Idle-Cash proxy) and build a mini dashboard.  
  • Select a suitable DS/ML method for their context and blend it with the baseline using a simple accuracy-weighted ensemble.  
  • Use ChatGPT to produce a scenario summary, assumptions log, and three board bullets + one decision/ask, verified by grounding/consistency/no-new-numbers checks.  
  • Document assumptions, overrides, ownership, and a weekly review cadence; understand model limits and governance.

Content

  • Enhanced 13-week forecast with enrichment and signals 
  • Mini dashboard (Overdraft Days, Worst Balance, Avg Positive Balance) 
  • AI-assisted scenario summary and three board bullets + one decision/ask (verified) 
  • Assumptions/overrides log and weekly review cadence 
  • Anonymized sample data; workbook with all formulas (VLOOKUP & XLOOKUP) + Google Sheets appendix; solution file checkpoints; ChatGPT prompt sheet; governance checklist; large-font screenshots and PC/Mac keystrokes.

Course Dates & Registration

May 14, 2026
11:00AM - 2:00PM
Online Virtual
Duane Lee
Duane Lee is the Founder and CEO of InvestMint, a fintech platform helping founders and entrepreneurial businesses manage cash and financial strategy using AI-powered tools and institutional-grade advisory. Previously, he held strategy and innovation roles at BMO Wealth Management and began his career in investment banking at BMO, Desjardins, and RBC. Duane also co-founded a publicly traded healthcare-focused merchant bank. He holds an MBA from the Ivey School of Business and an Honours degree from Huron University College.
Past
Course Code: C62027A_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. 

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.