Budgets and Financial Reports

Customizable Training Materials


Budgets and Financial Reports

Budgets and Financial Reports

Easily edit and re-brand as your own!

$597.00

Each course kit now includes:

Training manuals and instructor's guide
Powerpoint slides and flip chart notes
Workshop activities and exercises

 

Monthly payment plans now available – call for details!


 Download A FREE Course

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.

 

 

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

Customer Reviews

Based on 2 reviews Write a review
Each courseware kit contains everything
you need to teach workshops:
Trainer's Guide
Workbooks
Powerpoint Slides
Activities
Exercises
And More!
Lifetime License – Unlimited Audience
Lifetime License – Unlimited Audience
Fully Customizable - Print on Demand
No per user fees or monthly subscription
No Costly Certification process

Courseware.com is relied upon by hundreds of companies worldwide!

  • Since purchasing the course material I have already made my money back by conducting training in both customer service and workplace harassment. Both courses went very well. I am very happy with the material!

    Ashley Willis,
    Houston Training Solutions

    The training products I received from your company are fantastic! I am thoroughly impressed and they have far exceeded my expectations in quality and professionalism. The customer service and attention to detail provided is outstanding! You designed a training package that more than meets my needs. Thank you!

    Pamela Wiggins
    Wiggins Management & Consulting, LLC

  • Thank you so much for your note, and for the professionalism of all the Corporate Training Materials team, that made my dealing such a very pleasant experience.

    Mohamed Abdelrazek,
    Independent Trainer

    Thanks for the excellent experience we had with your organization.
    I know, it's been a year already and all what we have experienced is EXCELLENCE. We are very, very pleased and it was one of the best investments that we had during last year. I thank you again for the great assistance your material were to us, and for the great investment we had with your organization.

    Maisa Karkotli
    OUSOS HR & Institutional Development

  • When I came upon your training library I was intrigued. I not only purchased the soft skills package, my VP of HR suggested we get the Microsoft package as well.

    Peggy Ann Anderholm
    Manager, Education and Workforce Development
    Marvin Windows and Doors

    Thank you so very much for the entire set. I am very happy to see how professionally you have made each training module. I am sure this will help me a lot to start my training business. It has really saved my time.

    Charuhas
Privacy Policy
License Agreement

Copyright © Courseware.com All Rights Reserved.

Secure payments with