Executive Education

Building a Successful Business Case

The art of getting what you need

Funding. Staffing or equipment. Promotion. No matter what you’re asking for, a strong business case can open the door to getting what you need.

This program is designed to help you achieve success by building a compelling business case. Learn what decision makers require in order to act on your ask. Use the case creation process to organize your thoughts and plot your course of action. Draft a concise report that covers the necessary bases. Deliver a persuasive presentation that will capture your audience’s attention and convince them to grant your request.

What you will learn

Support your initiatives with straightforward financial analysis
Make better decisions through defined goals and action plans
Understand your audiences and cater to their needs
Employ the terminology used by key decision makers
Strengthen your presentation skills with effective preparation and execution techniques
Deploy strong business cases to advance both immediate-term requests and long-term career goals

Program content

Laying the groundwork: what is your “ask,” identifying decision makers at all levels, what do decision makers need to advance your case
Developing the rationale: identifying Key Success Factors and Key Performance Indicators, strengthening the case with financial analysis tools, KPI tracking for ROI validation, internal and IT controls
Drafting the case report: organizing materials, addressing your audience’s needs, defining goals and expected outcomes, designing specific action plans and tracking success, creating an effective Executive Summary
Business case presentation: presentation methods and weaving a convincing story, persuading decision makers to support you

Special Features

You will engage in one large scenario where you will build a business case to reflect your suggested path forward. You will also be provided with a business case template for course and career use.

Download full program description

Your instructors

Scott MacEachern

Scott (CPA, CA) has had wide-ranging career experiences as the CFO of a public multinational fibre optic deployment company; University adjunct professor; and auditor for a Big 4 accounting firm. He is currently a partner of LedgerLiberty, an accounting firm specializing in mid-size public company compliance and professional development courses.

Bo Zhang

Bo (CPA, CA) worked in Ernst & Young LLP’s assurance practice in Canada and the U.S., where he had extensive experience in SEC financial reporting, internal controls and compliance. Currently he is an accounting instructor at Kwantlen Polytechnic University and a consultant for real estate transactions including valuation and cash flow forecasting.

Upcoming sessions

Note: participants in this program may qualify for up to $10,000 in funding through the Canada BC Job Grant program. Find out if you qualify.

Contact a learning advisor for more details.
Get in touch

604.822.8400 or 1.800.618.3932
exec.ed@sauder.ubc.ca

Visit our contact page for more information.

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