In this course you will learn how to prepare more accurate and useful operating budgets and how to forecast future performance.
This course is designed for professionals and business owners who want to enhance their budgeting and forecasting skills to drive better financial planning and decision-making. You’ll learn how to create more accurate and effective operating budgets and develop realistic forecasts that anticipate future business performance and challenges.
Key topics include incremental and zero-based budgeting, the ground-up approach, selecting and applying key performance indicators (KPIs), and identifying financial risks. By the end of the course, you’ll be equipped to use your budget not just as a static document, but as a strategic tool for planning, performance management, and future readiness.
Lead Instructor, FCPA, FCA
Arun Mathur, FCPA, FCA, LPA has over 35 years of teaching and corporate training experience. He is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc., offering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger as well.
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.
