Past Events

RCGT - From Strategy to Operations, How to Automate the Budget Process (Hybrid)

RCGT - From Strategy to Operations, How to Automate the Budget Process (Hybrid)

Join us on Tuesday, May 30 in person at the Saint-James Club of Montreal or via Live Webinar to hear Nicolas Lefevre, Senior Manager, Management Consulting at leading accounting firm Raymond Chabot Grant Thornton (RCGT), Alexandra Potvin, Director, Business Process Transformation Consulting, also employed at RCGT, as well as Francis Timmons, Senior Director of FP&A, Reporting and R&D at Montreal-based pharmaceutical company Pharmascience. They will share best industry practices in automating the budget process within corporations and discuss different strategies allowing professionals working in financial planning and analysis (FP&A) to optimize the technological tools and other resources at their disposal. More specifically, here are the topics that will be covered:

  • Where are resource efforts put during the budget cycle?

  • Role of the finance function in the budget cycle

  • Budget cycle; best practices

  • Challenges and pitfalls of a process deployed on Excel

  • Evolution of technological tools

  • Benefits of automating the budget process

  • Client testimonial – Pharmascience

The dinner conference will take place in French and according to our new rates:

  • Free for members

  • $80 for à la carte members

  • $125 for non-members

  • Virtual, $40 for non-members only

This event is approved for up to 1.2 CTP/CCM and 1.2 FPAC recertification credits by the Association for Financial Professionals.