BUDGETS AND FINANCIAL REPORTS
Welcome to the Budgets and Financial Reports workshop. Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.
The goal of this workshop is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this one-day course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.
Workshop Objectives
Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly.
In this course, participants are going to achieve the following learning objectives:
• Identify financial terminology
• Understand financial statements
• Identify how to analyze financial statements
• Understand budgets
• Learn how to make budgeting easy
• Understand advanced forecasting techniques
• Understand how to manage the budget
• Identify how to make smart purchasing decisions
• Identify the legal aspects of finances
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BUDGETS AND FINANCIAL REPORTS
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Module One: Glossary
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Module 1 - Intro
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Module 110 xp
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Module Two: Understanding Financial Statements
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Module 2 - Intro
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Module 210 xp
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Module Three: Analyzing Financial Statements (I)
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Module 3 - Intro
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Module 310 xp
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Module Four: Analyzing Financial Statements (II)
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Module 4 - Intro
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Module 410 xp
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Module Five: Understanding Budgets
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Module 5 - Intro
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Module 510 xp
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Module Six: Budgeting Made Easy
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Module 6 - Intro
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Module 610 xp
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Module Seven: Advanced Forecasting Techniques
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Module 7 - Intro
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Module 710 xp
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Module Eight: Managing the Budget
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Module 8 - Intro
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Module 810 xp
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Module Nine: Making Smart Purchasing Decisions
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Module 9 - Intro
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Module 910 xp
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Module Ten: A Glimpse into the Legal World
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Module 10 - Intro
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Module 1010 xp
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