PTR Training Seminars
PTR Training presents
 

Fundamentals of Financial Management On-Site Training

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.

Course Description/Agenda


Product Offering:
Course Format:
Typical Audience:
Standard Times:
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.

 

More Seminar Information

PTR Training
PTR Training Seminars

Delivery Method

On-Site Training On-Site Training

 
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