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 structured, multi-step approach to improve methods in each of these areas 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.

In this hands-on, two-day workshop, you will build a deeper understanding of integrated 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. The methodology used in this workshop is based on research published by the Consortium for Advanced Management – International (CAM-I) and is applicable to all industry sectors. CAM-I’s “Closed Loop” methodology supports an integrated resource management approach where multi-functional teams collaborate to develop predictive business models.

Note: This workshop expands on the concepts covered in Effective Operational Planning and Budgeting.

"I am pleased to endorse this workshop offered by CPA Canada. Derek Sandison and Mike Haley continue to advance the concepts and are recognized world-wide for their knowledge transfer and facilitation expertise on the topic." - Ashok Vadgama, President of CAM-I

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
  • business leaders dealing with resource planning and operational constraint issues

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 are required for this session, please come prepared with your own laptop computer with excel 2010 or later installed

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.

You may also be interested in:

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