Self-study course

The Self-Study course consists of a 4 hour video accessed via Vimeo for 60 days and the course material.  It costs $149 Canadian plus applicable taxes (Canadian customers only). It is 40% cheaper with our Passport.   For international customers, approximately one US dollar will purchase approximately $1.20 Canadian on a credit card.  To purchase this package click here

There is an optional quiz for accountants whose body requires one to obtain verifiable or structured CPD hours.  Upon successful completion of the short quiz included with the course material, your CPD Certificate will be provided. If you have any questions, please email  

Up-coming live sessions

Click on the date below to be taken to register and pay for the event.  The price is $169 Canadian plus applicable taxes. It is 40% cheaper with our Passport.    (Quebec CPAs must register on the CPA Quebec website here.)  This event will be live in Dorval Quebec COVID-19 permitting and a webinar at the same time.

Nov 26-2021 Webinar - Practical Financial Negotiation Tips (PM)

Many professional accounting bodies offer live, webinar and Self-Study (On-Demand) offerings of this course in Canada and other countries.  Generally, membership is required for favourable pricing.  You can find out by checking your professional body’s website, or ask us -

Practical Financial Negotiation Tips 

This half day course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking.  Participants will work through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations.  They can also bring current work negotiation situations to class to brain storm on them.  This seminar is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but more about creating different financial options that would be attractive to other party.  The tips provided are also useful for internal negotiations.    This course contains 0.25 hours of ethics content for those Canadian provinces which have verifiable ethics PD hours requirements, except Quebec.  (CPA Quebec does not accept the ethics content of this amount). More than 98% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.

What you’ll learn

  • Gaining the courage to negotiate – some accountants don’t have it

  • General financial negotiation tips

  • Complex sales deals with multiple elements

  • Working the numbers to your advantage

  • Negotiating high risk financing

  • Finding new angles and dimensions to negotiate

  • Sharing success with the other party

  • Purchasing negotiations - service and goods

  • Examples in various industries and contexts

  • Key watch outs and lessons learned

  • Some unusual tactics that you can use

  • Ethics in negotiations

  • Bureaucracy – don’t take no for an answer


Who will benefit


Anybody involved directly or indirectly in or advising with respect to financial negotiations. Because of the wide range of topic coverage, most accountants would benefit from this seminar, unless they are pure specialists, i.e. forensic, tax, IT, bankruptcy, valuations or audit.  It is aimed at accountants in leadership positions, such as Controllers, CFOs and directors of finance, as well as those in public practice or consulting, who advise clients.  Accountants from large companies, government and not-for-profits also find the course useful.  It is also helpful for analysts and accountants moving toward these roles. 

Seminar Feedback

  • The course was excellent (webinar)

  • Inspiring  – I now feel more empowered to negotiate

  • Wished I had taken courses of this type 20 years ago

  • Great teacher

  • Instructor's amazing experience with negotiations opened up my eyes to methods and tactics that have actually worked in various scenarios.

  • I found the seminar to be very practical for the wide range of specific financial negotiations I am involved with as CFO of our organization

  • It was a fun and informative morning listening to the real life stories and seriously out-of-the box approaches in some of those negotiation deals

  • Impressive.  Stephen has so much knowledge and experience to share

  • The subject matter is relevant to all industries

  • Teacher was great, loved the anecdotes

  • A fun learning environment that kept me focused

  • Practical advice, real life stories, and humour

  • I liked the common sense real life examples that are not always obvious

  • It was quite different from the tactical negotiations seminar I previously attended.  It had a different approach, different angles and it was not a repeat

  • Interesting topic and perspective

  • All of the real life examples were very interesting

  • The course had very specific examples that are applicable in professional and personal situations

  • Instructor use common experiences that most people would encounter

  • I really liked the general principles and how the instructor had used or seen them used in practice

  • Identifying a number of opportunities to negotiate that I had never considered

  • Interesting content, real-life examples, fast-paced

  • I enjoyed the numerous examples and tips that were provided often in a case format that engaged the whole class

  • Stephen was an engaging and informative seminar leader

  • I liked the practical approach, funny

  • Real life examples, interaction with other attendees

  • Stephen spoke from his many years of experience with such negotiations

  • I am currently applying some of the tips you taught to specific circumstances our company is currently facing such as negotiating royalty agreements and the business acquisitions we are working on - I cannot think of a better endorsement 

  • Thank you for the very useful seminar last Friday

  • More about creative financial negotiation ideas and tips and not about tactics

  • Practical tips to use in many specific situations

  • Lots of case studies where class could participate

  • Engaging speaker, many examples, relevant to current business situations.

  • Real life experiences, fast paced

  • Good speaker, interesting to hear

  • A lot of different ways of involving the participants

  • Energetic presenter