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  3. /Budgeting & Financial Forecasting

Aligning Budgets to Strategy: The Key to Long-Term Profit

Make your organization's budgets and strategic plan reflect the same vision of reality.

Created byJay Giannantonio
IntermediateUpdated Oct 1, 2023

What You'll Learn

  • check_circleAlign budget process with business strategy.
  • check_circleApply a 12-step practical planning model.
  • check_circleUse balanced scorecards for strategic alignment.
  • check_circleEmpower teams for budget accountability.
  • check_circleDevelop a 3 to 5 year operating plan.
  • check_circleIntegrate functional plans with strategy.

About This Course

In most organizations, strategic planning and budgeting are separate processes, causing them to be misaligned from their inception.

This webinar explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and can even be enjoyable when everyone gets on board.

The result will be a model for your organization's future growth and profitability.

You will explore a comprehensive 12-step Practical Planning Process, covering essential elements like:

  • Reviewing performance, reflecting on outcomes, and refocusing your business model.
  • Developing and implementing a clear strategic plan with defined Vision, Mission, and Values.
  • Integrating operational, marketing, IT, HR, and capital expenditure plans.
  • Creating realistic sales, revenue, and cost plans.
  • Utilizing powerful measurement tools like the Balance Scorecard to track progress and ensure alignment from the front lines to the executive suite.

Discover how to shift the finance function's role to one of empowerment and guidance, enabling operational teams to own and drive their financial results. By the end of this course, you will have the knowledge and tools to transform your planning process, navigate uncertainty, and achieve lasting profitability.

Course Content

1 activity • 1 videos • duration: 1h 52m

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Section 11 videos • 1 quiz • 1.9 hours
  • videocamAligning Budgets to Strategy The Key to Long-Term Profit
    Duration 112:26
  • quizReview Questions

Your Instructor

Jay Giannantonio

Accomplished Finance Transformation Executive

menu_book2 courses
star784 reviews

Accomplished Senior Finance Transformation leader with proven success in guiding companies to improve finance operations, impact business growth, and maximize profits through achievements in financial management, cost reductions, internal controls, and efficiency improvements. Extensive finance, administration, and public accounting experience in diverse industries including manufacturing, pharmaceutical, and business services companies. A recognized expert in EPM program and project management, The Balanced Scorecard/KPI ideation, Risk Assessment, COSO, Internal Audit, Project Management, ERP financial business requirements, and SOX compliance in complex systems. Agile and Scrum frameworks experience.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6 out of 5
Student's Choice
51 reviews
  • PZ
    Paula Z.
    starstarstarstarstar

    I liked this course and wish I could attend the more detailed version that he teaches over several days. I am a consultant, and often help my clients pull together one year and multi year forecast financial statements, or facilitate their planning meetings. This material will help me provide the best support. Thank you.

  • RR
    Robert R.
    starstarstarstarstar

    Some parts of the presentation had sound issues. Otherwise, an enjoyable presentation!

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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