1 – Getting the Facts Straight
- The first session will go over basic financial terms
- Explore their role in company finances
- Governing organizations in their area.
2 – The Accounting Cycle
- Four phases of the accounting cycle
- Key concepts: cash vs. accrual methods
3 – The Key Reports
- Take a close look at balance sheets and income statements
- Review cash flow statements and statements of retained earnings
4 – Keeping Score
- Explain the chart of accounts and single vs. double entry accounting.
5 – A Review of Financial Terms
- Introduction to some additional financial terms.
6 – Understanding Debits and Credits
- De-mystify accounting terms: debits and credits.
7 – Your Financial Analysis Toolbox
- Sources for financial data
- Tips on weeding out useless information
- Calculate common ratios
- Read an annual report, and some useful decision-making tools.
8 – Identifying High and Low Risk Companies
- Guidelines for identifying high and low risk companies.
9 – The Basics of Budgeting
- What is a budget?
- How a budget fits into the big picture
- The budgeting process
10 – Working Smarter
- Basic checklist of computer skills required for success
- How to choose an accounting package
11 – People and Numbers
- Dealing with finances
- Expense Reports
- Making cuts to someone’s pay?
- Provide tips on what to do.
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.
Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.
Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.
You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.
If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.
You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.