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Essentials of Budgeting and Financial Management Training Course

Formats ⟩  Live Virtual: 4 hrs./1 Day  |  In-Person: 6 hrs./1 Day

Your approach may be effective, and your ideas may be visionary—but your results are always measured in numbers. This high-powered course will give you the finance and budgeting savvy to plan accurate budgets, work with financial statements, and spot potential problems.

Learning Objectives »

  • Overview basic financial management concepts
  • Apply methods that Fortune 500 companies use
  • Learn and work with different budget types
  • Read and develop financial statements
  • Learn the basics of budget management
  • Plan long-term budget and financial goals

Course Agenda

Financial Management Overview

  1. Foundations of Financial Management
  2. Universal Terms
  3. General Ledger Accounts
  4. Fixed and Variable Costs
  5. Sound Budgeting Principles
  6. 8 Steps to Forecasting
  7. Financial Management Pitfalls

Budgeting Overview

  1. What is a Budget?
  2. Types of Budgets Businesses Use
  3. Guidelines for an Effective Budget
  4. Master Budgets
  5. Budget Types and Examples
  6. Creating New Budgets
  7. Other Budget Options
  8. Cash Flow Statements
  9. Salary / Cash Budget

Financial Statements

  1. Financial Reporting Objectives
  2. Reading a Financial Statement
  3. Financial Ratios
  4. Capital Asset Criteria
  5. Capital Expenditures and Budgets
  6. Different Capital Budgets
  7. Lease vs. Purchase of Capital
  8. Depreciation

Budget Approval & Management

  1. Problems in Controlling Expenses
  2. Expense Ratio Analysis
  3. Ratio Analysis for Budgeting
  4. Budget Management
  5. Budget Approval
  6. Negotiation Tips
  7. Budget Control Standards
  8. Controlling the Budget
  9. Enhancing Your Resources
  10. Elements of a Successful Proposal
  11. Organizing and Presenting
  12. Budget Review Meetings
Group of people hold in arms financial papers solve and discuss problem closeup. Fresh view review situation new angle look professional training white collar investment and finance letterbox - Budgeting and Financial Management

Essentials of Budgeting and Financial Management Training Course

Formats ⟩  Live Virtual: 4 hrs./1 Day  |  In-Person: 6 hrs./1 Day

Your approach may be effective, and your ideas may be visionary—but your results are always measured in numbers. This high-powered course will give you the finance and budgeting savvy to plan accurate budgets, work with financial statements, and spot potential problems.

Learning Objectives »

  • Overview basic financial management concepts
  • Apply methods that Fortune 500 companies use
  • Learn and work with different budget types
  • Read and develop financial statements
  • Learn the basics of budget management
  • Plan long-term budget and financial goals

Course Agenda

Financial Management Overview

  1. Foundations of Financial Management
  2. Universal Terms
  3. General Ledger Accounts
  4. Fixed and Variable Costs
  5. Sound Budgeting Principles
  6. 8 Steps to Forecasting
  7. Financial Management Pitfalls

Budgeting Overview

  1. What is a Budget?
  2. Types of Budgets Businesses Use
  3. Guidelines for an Effective Budget
  4. Master Budgets
  5. Budget Types and Examples
  6. Creating New Budgets
  7. Other Budget Options
  8. Cash Flow Statements
  9. Salary / Cash Budget

Financial Statements

  1. Financial Reporting Objectives
  2. Reading a Financial Statement
  3. Financial Ratios
  4. Capital Asset Criteria
  5. Capital Expenditures and Budgets
  6. Different Capital Budgets
  7. Lease vs. Purchase of Capital
  8. Depreciation

Budget Approval & Management

  1. Problems in Controlling Expenses
  2. Expense Ratio Analysis
  3. Ratio Analysis for Budgeting
  4. Budget Management
  5. Budget Approval
  6. Negotiation Tips
  7. Budget Control Standards
  8. Controlling the Budget
  9. Enhancing Your Resources
  10. Elements of a Successful Proposal
  11. Organizing and Presenting
  12. Budget Review Meetings
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