Implementing effective planning costing and budgeting

Effective planning, costing and budgeting are key differentiators in today’s marketplace. This hands-on workshop will help you develop a multistep approach to resource management that improves profit and performance for your organization.

Event Details

Location and date:
Toronto June 13-14, 2019

For many Canadian organizations, effective plans, costs and budgets are a top priority – and a challenge. That’s why an integrated approach to resource management is so invaluable.

In this hands-on, two-day workshop, you will build a deeper understanding of successful resource management through practical exercises, proven techniques and ready-to-apply solutions that are grounded in a real-world context.

Learn how to create dynamic business models that accurately forecast operational improvements and optimization without sacrificing the quality of your company’s products and services.

Special offers/promotions

Group pricing or custom options may be available for this course. For more information, contact Customer Service.

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


14  CPD hour(s)
Pricing & registration

You will learn about:

  • operational planning, costing and budgeting
  • forecasting financial and efficiency improvements
  • decision-making using LEAN and other process methods
  • managing customer costs and profitability
  • how to optimize business flow
  • best practices in resource management

Who should attend?

  • resource management professionals in business and finance
  • leaders responsible for costing, budgeting and forecasting
  • operational managers, strategic planners and business analysts

More Details:

Venue[s] and Accommodation[s]


CPA Canada Offices
277 Wellington Street West, 2nd Floor, Toronto, Ontario M5V 3H2

Frequently asked questions:

Do I need a laptop or computer for the session?

Laptop computers will be provided in-class to work through many of the examples and concepts in this course.

I want to take this class with several team members, do you provide group discounts?

We highly recommend completing this course with colleagues. Due to the limited number of seats in the course, we recommend that if there are more than five people from the same organization taking this that you contact our CPA Canada sales team to discuss holding a customized offering for your organization.

I have taken the CPA Canada’s Virtual Classroom “Effective Operational Planning and Budgeting”; is this similar?

This offering is an in-depth, hands on and extended program based on concepts in the virtual classroom offering. We highly recommend this extended face-to-face interactive version if you enjoyed that course.

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Understanding how pricing and customer profitability affect your bottom line is the first step toward maximizing it. This self-paced online course will help increase your understanding and support better decision-making for pricing and profitability.

The success of any organization depends on engaged employees that clearly understand cross-functional lines of support. A shortfall in cross-functional support is often cited as a key factor when teams miss their goals.


Please contact:

Member Development and Support
Tel: 1-800-268-3793