Budgets And Financial Reports

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    Unit price per 


Budgets And Financial Reports

Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to your career. When terms like ROI, EBIT, GAAP, and extrapolation join the conversation, you"ll want to know what people are talking about, and you"ll want to be able to participate in the discussion.

The Budgets And Financial Reports workshop will give you a solid foundation in finance. We"ll cover topics like commonly used terms, financial statements, budgets, forecasting, purchasing decisions, and financial legislation.


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Everything you need to teach a one-day workshop for Budgets And Financial Reports:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

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Budgets And Financial Reports Course Outline:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Glossary
  • What Is Finance
  • Commonly Used Terms
  • Key Players (People, Jobs)
  • Important Finance Organizations
  • Understanding GAAP
Module Three: Understanding Financial Statement
  • Balance Sheets
  • Income Statements (AKA Profit And Loss Statements)
  • Statement Of Retained Earnings
  • Statement Of Cash Flows
  • Annual Reports
Module Four: Analyzing Financial Statements, Part One
  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios
Module Five: Analyzing Financial Statements, Part Two
  • Long Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return On Investment (ROI)
Module Six: Understanding Budgets
  • Common Types Of Budgets
  • What Information Do I Need?
  • Who Should Be Involved?
  • What Should A Budget Look Like?
                        Module Seven: Budgeting Made Easy
                        • Factoring In Historical Data
                        • Gathering Related Information
                        • Adjusting For Special Circumstances
                        • Putting It All Together
                        • Computer Based Methods
                        Module Eight: Advanced Forecasting Techniques
                        • Using The Average
                        • Regression Analysis
                        • Extrapolation
                        • Formal Financial Models
                        Module Nine: Managing The Budget
                        • How To Tell If You"re On The Right Track
                        • Should Your Budget Be Updated
                        • Keeping A Diary Of Lessons Learned
                        • When To Panic
                        Module Ten: Making Smart Purchasing Decisions
                        • 10 Questions You Must Ask
                        • Determining The Payback Period
                        • Deciding Whether To Lease Or Buy
                        • Thinking Outside The Box
                        Module Eleven: A Glimpse Into The Legal World
                        • A Brief History
                        • The Sarbanes Oxley Act
                        • CEO/CFO Certification
                        • Thinking Outside The Box
                        Module Twelve: Wrapping Up
                        • Words from the Wise
                        • Review of Parking Lot
                        • Lessons Learned
                        • Completion of Action Plans and Evaluations

                                            Administrative Skills

                                            1. Administrative Office Procedures
                                            2. Administrative Support
                                            3. Archiving and Records Management
                                            4. Basic Bookkeeping
                                            5. Business Writing
                                            6. Collaborative Business Writing
                                            7. Executive and Personal Assistants
                                            8. Meeting Management
                                            9. Organizational Skills
                                            10. Social Media In The Workplace
                                            11. Supply Chain Management

                                            Career Development

                                            1. Assertiveness And Self-Confidence
                                            2. Communication Strategies
                                            3. Creative Problem Solving
                                            4. Developing Creativity
                                            5. Digital Citizenship
                                            6. Entrepreneurship
                                            7. Interpersonal Skills
                                            8. mLearning Essentials
                                            9. Negotiation Skills
                                            10. Personal Branding
                                            11. Project Management
                                            12. Telework And Telecommuting
                                            13. Ten Soft Skills You Need
                                            14. The Cloud and Business
                                            15. Time Management
                                            16. Women in Leadership

                                            Human Resources

                                            1. Business Succession Planning
                                            2. Contract Management
                                            3. Crisis Management
                                            4. Developing a Lunch and Learn
                                            5. Diversity and Inclusion
                                            6. Employee Onboarding
                                            7. Employee Recruitment
                                            8. Employee Termination Processes
                                            9. Generation Gaps
                                            10. Health and Wellness at Work
                                            11. Hiring Strategies
                                            12. Human Resource Management
                                            13. Managing Workplace Harassment
                                            14. Measuring Results From Training
                                            15. Millennial Onboarding
                                            16. Office Health And Safety
                                            17. Talent Management
                                            18. Train-The-Trainer
                                            19. Universal Safety Practices
                                            20. Workplace Diversity
                                            21. Workplace Harassment
                                            22. Workplace Violence

                                            Personal Development

                                            1. Adult Learning - Mental Skills
                                            2. Adult Learning - Physical Skills
                                            3. Anger Management
                                            4. Attention Management
                                            5. Being A Likeable Boss
                                            6. Critical Thinking
                                            7. Emotional Intelligence
                                            8. Goal Setting and Getting Things Done
                                            9. Improving Mindfulness
                                            10. Improving Self-Awareness
                                            11. Increasing Your Happiness
                                            12. Job Search Skills
                                            13. Life Coaching Essentials
                                            14. Managing Personal Finances
                                            15. Managing Workplace Anxiety
                                            16. Personal Productivity
                                            17. Public Speaking
                                            18. Social Intelligence
                                            19. Social Learning
                                            20. Stress Management
                                            21. Taking Initiative
                                            22. Work-Life Balance

                                            Sales And Marketing

                                            1. Body Language Basics
                                            2. Call Center Training
                                            3. Coaching Salespeople
                                            4. Contact Center Training
                                            5. Creating a Great Webinar
                                            6. Employee Recognition
                                            7. Event Planning
                                            8. High Performance Teams Inside the Company
                                            9. High Performance Teams Remote Workforce
                                            10. In Person Sales
                                            11. Internet Marketing Fundamentals
                                            12. Marketing Basics
                                            13. Media And Public Relations
                                            14. Motivating Your Sales Team
                                            15. Multi-Level Marketing
                                            16. Overcoming Sales Objections
                                            17. Presentation Skills
                                            18. Proposal Writing
                                            19. Prospecting and Lead Generation
                                            20. Sales Fundamentals
                                            21. Servant Leadership
                                            22. Social Media Marketing
                                            23. Telephone Etiquette
                                            24. Top 10 Sales Secrets
                                            25. Trade Show Staff Training

                                            Supervisors And Managers

                                            1. Budgets And Financial Reports
                                            2. Coaching And Mentoring
                                            3. Conducting Annual Employee Reviews
                                            4. Developing New Managers
                                            5. Employee Motivation
                                            6. Facilitation Skills
                                            7. Knowledge Management
                                            8. Leadership And Influence
                                            9. Lean Process And Six Sigma
                                            10. Manager Management
                                            11. Middle Manager
                                            12. Office Politics For Managers
                                            13. Performance Management
                                            14. Self-Leadership
                                            15. Supervising Others
                                            16. Team Building Through Chemistry
                                            17. Virtual Team Building And Management

                                            Workplace Essentials

                                            1. Appreciative Inquiry
                                            2. Business Acumen
                                            3. Business Ethics
                                            4. Business Etiquette
                                            5. Change Management
                                            6. Civility In The Workplace
                                            7. Conflict Resolution
                                            8. Customer Service
                                            9. Customer Support
                                            10. Cyber Security
                                            11. Delivering Constructive Criticism
                                            12. Developing Corporate Behavior
                                            13. Handling a Difficult Customer
                                            14. Networking Outside the Company
                                            15. Networking Within the Company
                                            16. Risk Assessment and Management
                                            17. Safety In The Workplace
                                            18. Team Building For Managers
                                            19. Teamwork And Team Building

                                            Microsoft Office Specialist (MOS)

                                            1. Access 2016 Essentials
                                            2. Excel 2016 Essentials
                                            3. Outlook 2016 Essentials
                                            4. PowerPoint 2016 Essentials
                                            5. Word 2016 Essentials
                                            6. Excel 2016 Expert
                                            7. Word 2016 Expert