If you are tired of the complex, time consuming models you’ve inherited, and want to learn how to build agile forecast models that work in the real world – then this is the course for you!
This course is for any level CPA who wants to learn how to build a best practice revenue model from an experienced CFO. Learn what to avoid, and best practices to make the model useful and easy to maintain. If you are a new CPA moving into Industry, this will help you move from audit to real-world forecasting. If your current planning models are complex and time-consuming, this will help you rebuild better tools. If you are leading a planning team, use this course as a training tool to teach your team a best-practice approach to building forecasting models.
Field of Study: Finance
Experienced CFO / Corporate Coach / Keynote Speaker
I am an experienced CFO who has transformed the office of Finance across multiple companies and industries. I began my career as an auditor and transitioned into Industry where I found the systems at each business I worked in lacking. I learned how to build Finance teams, the right processes, and then implement the systems to match. I have built high-performing teams and financial models for every size and type of business, and successfully designed and implemented systems including SAP, Microsoft Dynamics 365 and Prophix. My specialty is I speak "business" not accounting, and can explain complex topics in a simple, interesting way. After doing the work for 25 years, I am now sharing my tools and best practices so that the next generation of Finance leaders have the resources they need at hand. I only teach what I have successfully done! In addition to Finance, I am passionate about building better businesses, with Diverse leadership, people-first practices to create healthy cultures that support ALL people equally. After years of putting work ahead of my health, I'm an avid Fitness enthusiast and work to inspire people to invest in their own health. Follow me on LinkedIn for daily content on Fitness, work/life balance, and building healthy corporate cultures.
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.
