Executive and Professional Development

Building the Financial Portion of a Business Case

Forecasting is a delicate balance of extrapolating from the past and predicting the future. For businesses the ability to build the case for a possible event means being able to analyse all of the financial results of this decision. Participants will learn how to prepare the financial portion of the business case.

Building the Financial Portion of a Business Case is a required seminar for the Series for Excellence in Financial Management.

DATES - 1 Day Seminar

December 11, 2019
April 14, 2020


Fee: $420 + HST
Facilitator: Debi Peverill, BComm, CPA, CA 
Location: Saint Mary’s University at 1800 Argyle Street 8th Floor Halifax NS



Program Content

Learn to run the numbers

  • Understanding how the balance sheet and income statement inter relate
  • Learn how to make and defend assumptions
  • Building a model to test assumptions


  • Learn how financing decisions affect profitability
  • Appropriate use of debt
  • Sensitivity analysis

Cash Flow

  • Understand the difference between cash flow and profits
  • Learn how depreciation impacts business forecasting
  • See how credit policies impact cash flow

What You Will Learn

  • How to build the financial part of a business case
  • A better understanding of how assets and expenses differ
  • How to test assumptions

Who Should Attend?

You will benefit from this seminar if you:

  • are responsible for preparing or reviewing financial forecasts
  • are in management