Certificate in driving organizational profit and performance

Enhance your organization’s bottom line and sharpen your skills in performance management.

Event Details

Location and date:
Online On-Demand Event

Performance management (PM) improves strategic decision-making and helps executives manage and mitigate risk. Organizations that prioritize PM are better equipped to achieve their goals and have more sustainable long-term financial success. It’s also an important growth area for CPAs.

Develop the knowledge you need to make smart decisions, set clear performance targets and monitor performance with the Certificate in Driving Organizational Profit and Performance.

This certificate offers a mix of online and in-person education offerings that integrate real-life case study analysis. Online learning modules focus on applied insights to help effectively manage cost, profitability and pricing for superior business performance.

The in-depth capstone session features active, hands-on learning led by facilitators in a workshop environment. During the capstone, you will also have the opportunity to strengthen your skills in teamwork, problem-solving and presenting to senior management or boards.

Capstone locations include Calgary, Toronto (multiple dates) and Vancouver. A virtual offering is also available.

View the agenda

Additional options and pricing may be available. See pricing and registration for more details.


40 CPD hour(s)
Pricing & registration

You will learn about:

  • strategic environmental analysis
  • improving profitability through customer and contribution analysis
  • improving profitability pricing and strategic cost management
  • forecasting and performance improvement
  • connecting strategy to results through cascading strategic goals
  • dashboarding using a scorecard for optimal performance
  • gaining deep insight with performance results
  • making strategic and operational adjustments based on results

This page will be updated when more information is available.

View the brochure

Who should attend?

  • CPAs
  • business professionals
  • financial advisors
  • strategic planners
  • consultants

More Details:

Session Descriptions

Understanding your business
• situation assessment
• understanding your market
• clarifying corporate objectives
• strategy mapping

Interactive case study 1: Understanding your business

Understand how to make your organization profitable part 1: Pricing and profitability
• mastering the contribution margin approach
• understanding factors related to pricing
• using pricing as a competitive tool
• understanding customer profitability

Interactive case study 2: Pricing and customer profitability

Understand how to make your organization profitable part 2: Analyzing for performance
• managing fixed cost performance
• activity-based cost management
• other cost improvement and productivity techniques
• other performance improvement techniques

Interactive case study 3: Profitability through performance improvement

Tools for driving optimal performance
• using validation testing as a strategic decision-making tool
• using forecasting as a strategic performance tool
• capitalizing on innovation for enhanced performance
• putting all the pieces together for optimal performance

Interactive case study 4: Validation testing & innovation

Using scorecard for maximum performance
• adopting the balanced scorecard as a performance management tool
• cascading the balanced scorecard for performance at all levels
• integrating the new performance management system throughout the company
• conducting the scoring process with the balanced scorecard

Interactive case study 5: The creation and scoring of a balanced scorecard

Analyzing results and adjusting for enhanced performance
• understanding how to scan the dashboard for priority areas requiring further examination
• delving deeper into results
• effecting strategic adjustments
• effecting operational adjustments

Interactive case study 6: Analyzing results and making strategic and operational adjustments

Capstone: Driving organization profits and performance
• review each module, and how the various concepts work together
• understand the importance of setting a good course of action
• develop in-depth knowledge of performance measurement tools
• apply program content in a business setting via group work and Interactive Case Study exercise

Group work, participant presentations and individual exercise to determine immediate and long term application of program learning



Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca


Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.