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: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks, and beverages will be provided during the session
Course Overview
Through this course, you will examine financial statements—including the balance sheet, income statement, cash flow statement, and statement of stockholders' equity—as guides to fiscal health. You will also identify what you want to gain from a budget and describe the steps of budgeting to meet these goals. Finance and Budgeting Essentials for Business Professionals grounds you in the functions and tools of finance.
Learning Objectives
You Will Learn To:
● Describe the importance and major elements of financial statements.
● Use balance sheets to determine the assets a company has at its disposal.
● Interpret income statements to identify corporate earnings, expenses, and profitability.
Target Audience
All business professionals who want to learn more about business finance.
Why Choose This Course?
This program is ideal if you want to confidently understand and interpret financial information without needing a finance background. It equips you with practical knowledge to read balance sheets, income statements, and cash flow reports while strengthening your budgeting skills. Whether you are a manager, entrepreneur, or business professional, this course helps you make informed decisions, manage resources effectively, and contribute strategically to your organization’s financial health.
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Can this Business Finance Basics course be customized for our organization?
Yes, we offer customized in-house Business Finance programs tailored to your industry, internal reporting systems, and financial challenges. The training can incorporate your company’s real financial statements, budgeting processes, and case scenarios to ensure maximum relevance and practical application. Delivery format, duration, and focus areas can be adjusted to meet your organizational objectives.
📧 Contact us today to schedule a customized in-house, face-to-face session: [email protected]
Agenda
Lesson 1: Reviewing Financial Basics
Info: ● Topic A: Identify the Benefits of Finance
● Topic B: Describe Financial Statements
Lesson 2: Interpreting Balance Sheets
Info: ● Topic A: Identify Elements of Balance Sheets
● Topic B: Analyze a Balance Sheet
Lesson 3: Interpreting Income Statements
Info: ● Topic A: Identify Elements of Income Statements
● Topic B: Analyze an Income Statement
Lesson 4: Interpreting Other Financial Statements
Info: ● Topic A: Read Cash Flow Statements
● Topic B: Read Statements of Stockholders’ Equity
● Topic C: Read Notes to Financial Statements
● Topic D: Identify Elements of Financial Statements for Non-Profits
Lesson 5: Planning a Budgeting Approach
Info: ● Topic A: Describe Budgeting Principles
● Topic B: Choose What and How to Budget
Lesson 6: Utilizing Budgets
Info: ● Topic A: Prepare an Operating Budget
● Topic B: Prepare an Activity-Based Budget
● Topic C: Monitor a Budget
Event Venue & Nearby Stays
regus ON, Ottawa - Albert & Metcalfe, 116 Albert Street Suite 200 & 300, Ottawa, Canada
CAD 605.73 to CAD 776.51
