I'm Not a CPA: Understanding Budgets and Managing Money

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I'm Not a CPA: Understanding Budgets and Managing Money

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This workshop will familiarize managers with the key concepts of finance and accounting.

I'm Not a CPA: Understanding Budgets and Managing Money Overview

In today’s business world, it is essential that managers have a working knowledge of finance. Many managers find themselves thrust into financial situations with little or no preparation.

They’re faced with confusing accounting terms, the responsibility of putting together a budget, and the fear of making major decisions that will have a serious financial impact on their company.

We all play a role in our organization’s finances, whether we realize it or not. For those who don’t have training or a background in finances, you may be at a disadvantage as you sit around the management table.

Understanding the cycle of finance will help you figure out where you fit into your company’s financial structure. This two-day budget and financial management workshop will familiarize you with the key concepts of finance and accounting and will help you prepare budgets with more confidence.

What participants will learn:

At the conclusion of this workshop, participants will:

* Assess the financial performance and health of their firm
* Integrate financial management concepts into their thinking
* Understand the budgeting process and forecasting techniques
* Be able to manage their own budget, inventory, and petty cash

What we will cover:

* Your role in company finances
* Assets, liabilities, and equity
* Accounts payable and receivable
* Understanding financial statements
* Budgeting and forecasting techniques
* Types of budgets
* Comparing software applications
* Tracking business expenses
* GAAP
* The human side of finances
* How to make good financial decisions
* Comparing investment opportunities
* ISO 9000

Formats Available:

1. Public Workshop
2. Public Webshop
3. Self-Paced Course

Included with your workshop:

1. Instruction by a fun and knowledgeable trainer
2. An instructional manual
3. A certificate of completion
4. A 10% discount voucher off your next business training course

Upcoming workshops/webshops:

* Length: Two days (up to sixteen hours) 
* Date: TBA

Are you unsure if you should register for this course? Take our Budgets and Managing Money Self-Test.

Onsite Delivery

We also offer on-site delivery for organizations in the Carolinas who would prefer to have a Senior Facilitator deliver the training. Download our planner and contact us for a complimentary initial consultation.

If you are not satisfied with your workshop, we will provide you with a coupon to attend another seminar of equal or lesser value.

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