Budgets And Financial Reports Courseware

Printable, customizable, training materials

 

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.
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  • No Annual Renewal Fees
  • Unlimited Users
  • Unlimited Printing Rights
  • All Components are Completely Customizable!

This trainer's courseware kit includes everything you need to teach Budgets And Financial Reports corporate training workshops:

  • PowerPoint
    Slides
  • Web-based
    Training
  • Quick
    Reference
    Sheets
  • Icebreakers & Exercise
    Files
  • Training Manuals
    & Instructor Guide


Download
FREE Sample
 

Budgets And Financial Reports Course Outline:

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

Try a FREE sample and see the value for yourself!

Soft Skills Library

Administrative Support
Anger Management
Assertiveness And Self-Confidence
Attention Management
Basic Bookkeeping
Budgets And Financial Reports
Business Ethics
Business Etiquette
Business Succession Planning
Business Writing
Call Center Training
Change Management
Civility In The Workplace
Coaching And Mentoring
Communication Strategies
Conflict Resolution
Creative Problem Solving
Critical Thinking
Customer Service
Emotional Intelligence
Employee Motivation
Employee Onboarding
Employee Recruitment
Facilitation Skills
Generation Gaps
Human Resource Management
Interpersonal Skills
Job Search Skills
Knowledge Management
Leadership And Influence
Lean Process And Six Sigma
Measuring Results From Training
Media And Public Relations
Meeting Management
Middle Manager
Negotiation Skills
Overcoming Sales Objections
Performance Management
Personal Productivity
Presentation Skills
Project Management
Proposal Writing
Public Speaking
Safety In The Workplace
Sales Fundamentals
Stress Management
Supervising Others
Supply Chain Management
Talent Management
Teamwork And Team Building
Time Management
Train-The-Trainer
Workplace Diversity
Workplace Harassment
Workplace Violence
Body Language Basics
Office Politics for Managers
Work-Life Balance






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