Budgets And Financial Reports- Master Class

Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to your career. When terms like ROI, EBIT, GAAP, and extrapolation join the conversation, you"ll want to know what people are talking about, and you"ll want to be able to participate in the discussion.

The Budgets And Financial Reports workshop will give you a solid foundation in finance. We"ll cover topics like commonly used terms, financial statements, budgets, forecasting, purchasing decisions, and financial legislation.

Everything you need to teach a one-day workshop for Budgets And Financial Reports:
Training Manuals
PowerPoint Slides
Instructor's Guide
Quick Reference Job Aids
Icebreakers, Activities,
& Exercise Files
Pre-Assignments,
Pre-/Post-Assessments
Promotional Advertorials
Lesson Plans with Flip Chart Notes

Budgets And Financial Reports
Module One: Getting Started
Icebreaker
Housekeeping Items
The Parking Lot
Workshop Objectives
Module Two: Glossary
What Is Finance
Commonly Used Terms
Key Players (People, Jobs)
Important Finance Organizations
Understanding GAAP
Module Three: Understanding Financial Statement
Balance Sheets
Income Statements (AKA Profit And Loss Statements)
Statement Of Retained Earnings
Statement Of Cash Flows
Annual Reports
Module Four: Analyzing Financial Statements, Part One
Income Ratios
Profitability Ratios
Liquidity Ratios
Working Capital Ratios
Bankruptcy Ratios
Module Five: Analyzing Financial Statements, Part Two
Long Term Analysis Ratios
Coverage Ratios
Leverage Ratios
Calculating Return On Investment (ROI)
Module Six: Understanding Budgets
Common Types Of Budgets
What Information Do I Need?
Who Should Be Involved?
What Should A Budget Look Like?
Module Seven: Budgeting Made Easy
Factoring In Historical Data
Gathering Related Information
Adjusting For Special Circumstances
Putting It All Together
Computer Based Methods
Module Eight: Advanced Forecasting Techniques
Using The Average
Regression Analysis
Extrapolation
Formal Financial Models
Module Nine: Managing The Budget
How To Tell If You"re On The Right Track
Should Your Budget Be Updated
Keeping A Diary Of Lessons Learned
When To Panic
Module Ten: Making Smart Purchasing Decisions
10 Questions You Must Ask
Determining The Payback Period
Deciding Whether To Lease Or Buy
Thinking Outside The Box
Module Eleven: A Glimpse Into The Legal World
A Brief History
The Sarbanes Oxley Act
CEO/CFO Certification
Thinking Outside The Box
Module Twelve: Wrapping Up
Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations