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Budgets and Managing Money

This course is currently available as E-Learning, or a private instructor-led class scheduled to suit your availabilty. You can click here to inquire further or you ask us for recommendations on similar classes.

Recommended Prerequisites

Course Overview

For managers in today’s business world, it’s essential to have a working knowledge of finance. We all play a role in our organization’s financial health, whether we realize it or not. If you don’t have training or a background in finance, you may be at a disadvantage as you sit around the management table.

Understanding the cycle of finance will help you figure out where you fit into your company’s financial structure, and how to keep your department out of the red. This course will help you prepare budgets and make decisions with confidence.

Learning Objectives

Course Outline

  1. Course Overview
  2. Finance Jeopardy
  3. The Fundamentals of Finance
  4. Basic Concepts
  5. Generally Accepted Accounting Principles
  6. Your Role in Company Finances
  7. Identifying the Key Players in Your Organization
  8. The Basics of Budgeting
  9. Defining a Budget
  10. Types of Budgets
  11. Understanding Where Your Budget Fits In
  12. Parts of a Budget
  13. The Budgeting Process
  14. Overview
  15. Step One: Gather the Budget Package
  16. Step Two: Lay the Groundwork
  17. Case Study (Part One)
  18. Step Three: Identify Your Goals
  19. Case Study (Part Two)
  20. Step Four: Gathering Your Resources
  21. Steps Five and Six: Planning and Doing
  22. Case Study (Part Three)
  23. Budgeting Tips and Tricks
  24. Monitoring and Managing Budgets
  25. Crunching the Numbers
  26. Understanding Ratio Analysis
  27. Making Connections
  28. Getting Your Budget Approved
  29. Comparing Investment Opportunities
  30. ISO 9001:2008
  31. What is ISO 9001:2008?
  32. Making Connections
  33. Directing the Peerless Data Corporation
  34. Task Explanation
  35. Decision One: Office Relocation
  36. Decision Two: Reproduction Backlog
  37. Decision Three: Improving Supervision
  38. Decision Four: Job Enrichment
  39. Decision Five: Staff Expansion
  40. Personal Action Plan
  41. Recommended Reading List
  42. Post-Course Assessment

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