Financial Acumen for Project Managers : 2 - Day Workshop |Surrey, BC

Tue, 21 Apr, 2026 at 09:00 am to Fri, 18 Sep, 2026 at 05:00 pm UTC-07:00

Regus | Surrey

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Publisher/HostCatils_inc
Financial Acumen for Project Managers : 2 - Day Workshop |Surrey, BC
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This two-day workshop provides information and tools to manage financial management, corporate finance, and basic accounting principles.
About this Event

Group Discounts:

  • Save 10% when registering 3 or more participants
  • Save 15% when registering 10 or more participants

About This Course

Duration: 2 Days (9:00 AM – 5:00 PM)
Delivery Mode: Classroom / In-Person Workshop
Language: English
Credits: 16 PDUs / Training Hours
Certification: Course Completion Certificate Provided
Refreshments: Lunch, tea/coffee, and snacks included

Course Overview

This two-day workshop provides you with information and tools on how to get a better handle on the important area of financial management. The course addresses finance-related concepts and techniques to effectively manage projects and programs. The course also provides understanding about corporate finance and basic accounting principles. The course covers techniques related to project reporting and decision making, as well as financial indicators and corporate financial reports.

Learning Objectives

At the end of this course, you will be able to:
● Articulate to stakeholders the financial status of the project
● Explain aspects of corporate accounting
● Gain focus on and maintain control over project estimates, profitability and performance
● Show the connection between corporate finances and the impact on projects
● Analyze the financial aspects of projects
● Make informed decision with respect to pricing, contract, progress and project risks
● Use financial information within a project environment to predict/influence final results
● Recognize the project manager’s financial responsibilities

Target Audience

● Project Managers
● Project practitioners
● Individuals taking part in managing budgets
● Individuals who seek to improve their knowledge in basic accounting and financial concepts

Why choose this course?

This two-day workshop provides information and tools to manage the important area of financial management while addressing finance-related concepts and techniques to effectively manage projects and programs. It also provides understanding about corporate finance and basic accounting principles, covering techniques related to project reporting, decision making, financial indicators, and corporate financial reports.

©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Want to train your entire team together?

This course is available as a two-day workshop delivered through Classroom, Virtual, or On-site formats to support team-based learning.

📧 Contact us today to schedule a customized in-house, face-to-face session: [email protected]


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Agenda
Introduction and Overview

Info: ● Benefits of project management
● Project contracting and procurement
● Key terms
● Financial cycles


Project Accounting and Financial Basics

Info: ● Determine project’s financial needs
● Roles and responsibilities
● Financial statements and balance sheets
● Income statement, revenues and expenses
● Cash flow statement
● Basic accounting
● Depreciation


Financial Justification and the Project Business Case

Info: ● Portfolio management: aligning strategy and projects
● Project decision points and gating
● The project business case


Measure, Control and Forecast – Financial and Profitability Measurements

Info: ● Financial principles and common financial metrics
● Review of purposes, measurements and sentiments


Applying Finance and Accounting Principles to Project Management (including a

Info: ● Project cost estimates and forecasting
● Measuring project performance
● Project financial performance and profitability
● Status reports
● Earned value management


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Event Venue & Nearby Stays

Regus, 7404 King George Boulevard, Surrey, Canada

Tickets

CAD 1210.17 to CAD 1551.72

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