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Fundamentals of Financial Management On-Site Training

presented by PTR Training
View the PTR Training Profile and Available Training

Summary

With this high-powered course, you’ll gain the finance and budgeting savvy to plan accurate budgets, work with financial statements and spot potential problems.

Workshop Description/Agenda

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Classroom Training
1 day
Managers and Supervisors
8:30 am - 3:30 pm

Your managing approach may be effective, and your ideas may be visionary—but your results are always measured in numbers. With this high-powered course, you’ll gain the finance and budgeting savvy to plan accurate budgets, work with financial statements and spot potential problems. You’ll learn the concepts, tools and financial skills to make a positive impact on your bottom line.


Learning Objectives

  • Overview basic financial management concepts.
  • Forecast budgets accurately.
  • Learn and work with different budget types.
  • Read and develop financial statements.
  • Learn the basics of budget approval budget management.
  • Plan long-term budget goals and financial management.

Course Agenda

  1. Gain an introduction to financial management and budgeting.
  2. Understand the financial management cycle.
  3. Identify the pitfalls of financial management.
  4. Avoid the problems caused by faulty decision making.
  5. Utilize 8 steps to forecasting any budget.
  6. Understand the differences and benefits of various budget types and options.
  7. Learn the principles of zero-based budgeting.
  8. Understand and use static budgets.
  9. Develop effective cash flow budgets.
  10. Learn how to read and work with financial statements.
  11. Understand the job of a controller as a financial communicator.
  12. Calculate financial ratios.
  13. Learn the basics of budget approval and budget management.
  14. Create new budgets with ease.
  15. Identify 3 steps to getting a budget approved.
  16. Use practical budget management tools to maintain accurate and ongoing budgets.

Who Should Attend

Managers and Supervisors

Additional Information

Training Provider: PTR Training

Course Topics: Finance/Investing Training > Financial Statements

Training Course Summary: With this high-powered course, you’ll gain the finance and budgeting savvy to plan accurate budgets, work with financial statements and spot potential problems.

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For groups of 10 or more, consider bringing the training to you as a cost effective way to train your workforce. Fill out the following form and we will contact you right away.

 

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