Budgeting and Managing Money

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

After you complete this course, you will be able to:

  • Define basic financial terminology
  • Prepare a budget of any type or size
  • Get your budget approved
  • Perform basic ratio analysis
  • Make better financial decisions

Module 1: Course Overview

Module 2: Finance Jeopardy

Module 3: The Fundamentals of Finance

Basic Concepts

Generally Accepted Accounting Principles

Your Role in Company Finances

Identifying the Key Players in Your Organization

Module 4: The Basics of Budgeting

Defining a Budget

Types of Budgets

Understanding Where Your Budget Fits In

Module 5: Parts of a Budget

Module 6: The Budgeting Process

Overview

Step One: Gather the Budget Package

Step Two: Lay the Groundwork

Case Study (Part One)

Step Three: Identify Your Goals

Case Study (Part Two)

Step Four: Gathering Your Resources

Steps Five and Six: Planning and Doing

Case Study (Part Three)

Module 7: Budgeting Tips and Tricks

Module 8: Monitoring and Managing Budgets

Module 9: Crunching the Numbers

Understanding Ratio Analysis

Making Connections

Module 10: Getting Your Budget Approved

Module 11: Comparing Investment Opportunities

Module 12: ISO 9001:2008

What is ISO 9001:2008?

Making Connections

Module 13: Directing the Peerless Data Corporation

Task Explanation

Decision One: Office Relocation

Decision Two: Reproduction Backlog

Decision Three: Improving Supervision

Decision Four: Job Enrichment

Decision Five: Staff Expansion

Module 14: Personal Action Plan

Price: $220

This Course includes:

   Text-based content

   4 Weeks