Best-Practice FP&A Course
Ron Monteiro
Paul Barnhurst
Learn about best-practice storytelling, influencing, budgeting, and report preparation through a hands-on, immersive training experience. Through case study and practical application, you will learn FP&A best practices.
Participant Testimonial
“Amazing course! All 4 sessions added tremendous value to my role and team. They were all very relevant to not just F&PA, but any Finance role. The visualizations really allowed me to understand how to display and share my story in a more understandable way (not just within finance). You both provided incredible tips, resources and examples that catered to everyone. “
Jennifer Caron
CBU Manager at Mars Canada
Course Outline
Session 1: FP&A Overview & Analytics That Drive Insights
Session 2: Best Practices in Budgeting & Forecasting
Session 3: Management Reporting & Best-in-Class Data Visualization
Session 4: Business Partnering, Storytelling & Influencing
Use your employer’s training and development budget
Many of our former students have had the course paid for by their employer because the skills learned in the course are job-relevant skills and prepare you to be a better employer at work.
Make the request using our template
The attached e-mail template lists course benefits to assist you in asking for company funding.
Get Reimbursed by Your Employer
SESSION 1 - FP&A Overview & Analytics that drive insights
SESSION 2 - Best Practices in Budgeting & Forecasting
SESSION 3 - Management Reporting & Best-in-Class Data Visualization
SESSION 4 - Business Partnering, Storytelling & Influencing
SESSION 1 - FP&A Overview & Analytics that drive insights SESSION 2 - Best Practices in Budgeting & Forecasting SESSION 3 - Management Reporting & Best-in-Class Data Visualization SESSION 4 - Business Partnering, Storytelling & Influencing
Current Course Dates
Apr 23rd - 2:30 PM EST (Session 1)
Apr 24th 12 - 2:30 PM EST (Session 2)
Apr 30th 12 - 2:30 PM EST (Session 3)
May 1st 12 - 2:30 PM EST (Session 4)
100% Money Back Guarantee
If you attend all course sessions and for any reason you are unsatisfied with the course, we will refund 100% of your money no questions asked.
Who is This Course For?
Accountants looking to gain practical FP&A Experience
Finance professionals with limited FP&A Experience
FP&A Professionals looking to learn best-practice FP&A Skills
What’s Included in the Course
Note: Course requires Microsoft Excel
4 - 2 and a half hour Live instructor-Led Virtual Sessions
Multiple analytical and visualization Excel files that can be used in daily work
All sessions are recorded for later viewing
A 15-Minute conversation with an instructor prior to the course launch
Free access to the digital course Financial Modeling Design Principles, a $39.99 value
A 30-minute consultation with the Instructor after course completion, a $125.00 value
Participants will receive copies of all course materials and supplementary FP&A resources
Certificate of completion will be provided
Training Testimonials
“Amazing sessions by Ron & Paul. Incredible rapport between both of them. Valuable, practical and digestible content for us to get closer to the problems we are solving.”
Steven Groccia
Head of Customer Operations, Mosaic Tech
“Truly an incredible session that helped us sharpen our skills to be more effective at our jobs. Your hands on and example heavy approach really helped the team absorb the material quickly and implement in their day to day work faster.”
Tolga Hocanin, CPA, CMA
CFO & VP Finance & IT, Lindt Canada
“Paul’s approach is fantastic and his ability to educate you on key principles and new formulas to help structure your data in the most efficient way is incredible. I would highly recommend any FP&A team to invest time and training on such an important skill set that all FP&A professionals should have.”